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Institutional & Family Asset Management’s Sonoco SON Stock Holding History

Institutional & Family Asset Management’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
2023
Q2 		– Sell
-388
Closed -$23.7K – 787
2023
Q1 		$23.7K Buy
388
+236
+155% +$14K ﹤0.01% 290
2022
Q4 		$9.23K Buy
+152
New +$9.13K ﹤0.01% 384

Other funds holding SON

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $5.7B AUM 21.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Institutional & Family Asset Management's SON Position: Q2 2023 in Review

Institutional & Family Asset Management sold out of Sonoco (SON) in Q2 2023, closing a stake of 388 shares — an estimated $23.7K sold.

Institutional & Family Asset Management first reported a position in SON in Q4 2022 and held it in 2 quarters. The position peaked at $23.7K in Q1 2023. 448 funds tracked by Wall St. Rank hold SON as of Q2 2023.

  • Institutional & Family Asset Management reported no remaining Sonoco position as of Q2 2023 after selling out during the quarter.
  • Institutional & Family Asset Management sold 388 Sonoco shares in Q2 2023, an estimated $23.7K.
  • Institutional & Family Asset Management first reported a position in Sonoco in Q4 2022 and held it in 2 quarters.
  • Institutional & Family Asset Management's Sonoco position peaked at $23.7K in Q1 2023.
  • 448 funds tracked by Wall St. Rank held Sonoco as of Q2 2023.

Based on Institutional & Family Asset Management's 13F filing for Q2 2023, filed 9 Aug 2023.