Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Sonoco SON Stock Holding History

Jacobs Levy Equity 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
2025
Q2 		– Sell
-25,432
Closed -$1.2M – 1155
2025
Q1 		$1.2M Buy
+25,432
New +$1.2M ﹤0.01% 777
2024
Q4 		– Sell
-3,850
Closed -$210K – 1035
2024
Q3 		$210K Sell
3,850
-8,618
-69% -$451K ﹤0.01% 918
2024
Q2 		$632K Buy
+12,468
New +$720K ﹤0.01% 811
2022
Q3 		– Sell
-5,055
Closed -$288K – 1160
2022
Q2 		$288K Sell
5,055
-76,030
-94% -$4.52M ﹤0.01% 931
2022
Q1 		$5.07M Buy
+81,085
New +$4.7M 0.03% 420
2015
Q3 		– Sell
-42,818
Closed -$1.83M – 861
2015
Q2 		$1.83M Sell
42,818
-3,840
-8% -$173K 0.03% 392
2015
Q1 		$2.12M Sell
46,658
-141,096
-75% -$6.39M 0.04% 362
2014
Q4 		$8.21M Buy
187,754
+81,720
+77% +$3.38M 0.14% 192
2014
Q3 		$4.17M Buy
+106,034
New +$4.33M 0.07% 266

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Nordea Investment Management
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EARNEST Partners
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CCPM
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Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return