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Jackson Grant Investment Advisers’s Sonoco SON Stock Holding History

Jackson Grant Investment Advisers’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
2021
Q3 		– Sell
-194
Closed -$13K – 369
2021
Q2 		$13K Hold
194
– – 0.01% 331
2021
Q1 		$12K Hold
194
– – 0.01% 332
2020
Q4 		$11K Buy
+194
New +$10.9K 0.01% 308

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jackson Grant Investment Advisers's SON Position: Q3 2021 in Review

Jackson Grant Investment Advisers sold out of Sonoco (SON) in Q3 2021, closing a stake of 194 shares — an estimated $13K sold.

Jackson Grant Investment Advisers first reported a position in SON in Q4 2020 and held it in 3 quarters. The position peaked at $13K in Q2 2021. 387 funds tracked by Wall St. Rank hold SON as of Q3 2021.

  • Jackson Grant Investment Advisers reported no remaining Sonoco position as of Q3 2021 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 194 Sonoco shares in Q3 2021, an estimated $13K.
  • Jackson Grant Investment Advisers first reported a position in Sonoco in Q4 2020 and held it in 3 quarters.
  • Jackson Grant Investment Advisers's Sonoco position peaked at $13K in Q2 2021.
  • 387 funds tracked by Wall St. Rank held Sonoco as of Q3 2021.

Based on Jackson Grant Investment Advisers's 13F filing for Q3 2021, filed 13 Oct 2021.