Joel Isaacson & Co’s Sonoco SON Stock Holding History

Joel Isaacson & Co’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
2022 Q2	–	Sell	-3,256	Closed	-$206K	–	313
2022 Q1	$206K	Buy	+3,256	New	+$189K	0.02%	292
2021 Q3	–	Sell	-3,256	Closed	-$218K	–	315
2021 Q2	$218K	Hold	3,256	–	–	0.02%	271
2021 Q1	$206K	Buy	+3,256	New	+$199K	0.02%	259
2020 Q1	–	Sell	-3,256	Closed	-$201K	–	208
2019 Q4	$201K	Buy	+3,256	New	+$193K	0.03%	201
2019 Q3	–	Sell	-3,256	Closed	-$213K	–	213
2019 Q2	$213K	Hold	3,256	–	–	0.03%	194
2019 Q1	$200K	Buy	+3,256	New	+$187K	0.03%	206
2017 Q1	–	Sell	-3,256	Closed	-$172K	–	477
2016 Q4	$172K	Hold	3,256	–	–	0.03%	168
2016 Q3	$172K	Hold	3,256	–	–	0.04%	178
2016 Q2	$162K	Hold	3,256	–	–	0.03%	182
2016 Q1	$158K	Hold	3,256	–	–	0.03%	196
2015 Q4	$133K	Hold	3,256	–	–	0.03%	195
2015 Q3	$123K	Hold	3,256	–	–	0.03%	199
2015 Q2	$140K	Hold	3,256	–	–	0.04%	212
2015 Q1	$148K	Hold	3,256	–	–	0.04%	205
2014 Q4	$142K	Hold	3,256	–	–	0.04%	193
2014 Q3	$128K	Hold	3,256	–	–	0.04%	179
2014 Q2	$143K	Hold	3,256	–	–	0.04%	166
2014 Q1	$134K	Hold	3,256	–	–	0.05%	164
2013 Q4	$136K	Hold	3,256	–	–	0.05%	154
2013 Q3	$127K	Hold	3,256	–	–	0.05%	147
2013 Q2	$113K	Buy	+3,256	New	+$114K	0.05%	135

Other funds holding SON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Joel Isaacson & Co's SON Position: Q2 2022 in Review

Joel Isaacson & Co sold out of Sonoco (SON) in Q2 2022, closing a stake of 3,256 shares — an estimated $206K sold.

Joel Isaacson & Co first reported a position in SON in Q2 2013 and held it in 21 quarters. The position peaked at $218K in Q2 2021. 434 funds tracked by Wall St. Rank hold SON as of Q2 2022.

Joel Isaacson & Co reported no remaining Sonoco position as of Q2 2022 after selling out during the quarter.
Joel Isaacson & Co sold 3,256 Sonoco shares in Q2 2022, an estimated $206K.
Joel Isaacson & Co first reported a position in Sonoco in Q2 2013 and held it in 21 quarters.
Joel Isaacson & Co's Sonoco position peaked at $218K in Q2 2021.
434 funds tracked by Wall St. Rank held Sonoco as of Q2 2022.

Based on Joel Isaacson & Co's 13F filing for Q2 2022, filed 15 Jul 2022.