Harbour Investments’s Sonoco SON Stock Holding History

Harbour Investments’s Portfolio SON Stock Details SON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$72.5K	Buy	1,340 +1,201	+864%	+$61.9K	﹤0.01%	2138
2025 Q4	$6.07K	Buy	139 +14	+11%	+$580	﹤0.01%	2947
2025 Q3	$5.39K	Hold	125	–	–	﹤0.01%	2956
2025 Q2	$5.45K	Hold	125	–	–	﹤0.01%	2841
2025 Q1	$5.91K	Hold	125	–	–	﹤0.01%	2759
2024 Q4	$6.11K	Hold	125	–	–	﹤0.01%	2658
2024 Q3	$6.83K	Hold	125	–	–	﹤0.01%	2514
2024 Q2	$6.34K	Sell	125 -37	-23%	-$2.14K	﹤0.01%	2428
2024 Q1	$9.37K	Buy	162 +37	+30%	+$2.11K	﹤0.01%	2247
2023 Q4	$6.98K	Buy	+125	New	+$6.78K	﹤0.01%	2292
2023 Q3	–	Sell	-2	Closed	-$121	–	3092
2023 Q2	$121	Hold	2	–	–	﹤0.01%	2937
2023 Q1	$124	Hold	2	–	–	﹤0.01%	2904
2022 Q4	$122	Buy	+2	New	+$120	﹤0.01%	2909
2021 Q4	–	Sell	-2,149	Closed	-$128K	–	3556
2021 Q3	$128K	Buy	2,149 +412	+24%	+$26.4K	﹤0.01%	1237
2021 Q2	$116K	Buy	1,737 +1,176	+210%	+$78.1K	﹤0.01%	1330
2021 Q1	$36K	Buy	+561	New	+$34.2K	﹤0.01%	1875

Other funds holding SON

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return