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JP Morgan Private Wealth Advisors’s Sonoco SON Stock Holding History

JP Morgan Private Wealth Advisors’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
Q3 		$8.88M Sell
163,381
-40,743
-20% -$2.31M 0.03% 391
2023
Q2 		$12M Sell
204,124
-17,281
-8% -$1.04M 0.06% 210
2023
Q1 		$13.5M Sell
221,405
-19,614
-8% -$1.16M 0.03% 376
2022
Q4 		$14.6M Buy
241,019
+6,424
+3% +$386K 0.03% 353
2022
Q3 		$13.3M Buy
234,595
+42,388
+22% +$2.61M 0.03% 342
2022
Q2 		$11M Sell
192,207
-34,873
-15% -$2.07M 0.03% 384
2022
Q1 		$14.2M Buy
227,080
+661
+0.3% +$38.3K 0.03% 370
2021
Q4 		$13.1M Sell
226,419
-13,369
-6% -$799K 0.03% 386
2021
Q3 		$14.3M Sell
239,788
-13,418
-5% -$858K 0.03% 367
2021
Q2 		$16.9M Buy
253,206
+10,144
+4% +$674K 0.04% 339
2021
Q1 		$15.4M Buy
243,062
+11,281
+5% +$688K 0.05% 312
2020
Q4 		$13.7M Buy
231,781
+3,828
+2% +$215K 0.04% 323
2020
Q3 		$11.6M Buy
227,953
+2,982
+1% +$158K 0.05% 305
2020
Q2 		$11.8M Sell
224,971
-1,700
-0.7% -$84.2K 0.05% 264
2020
Q1 		$10.5M Sell
226,671
-19,189
-8% -$1.02M 0.06% 260
2019
Q4 		$15.2M Buy
245,860
+3,869
+2% +$229K 0.07% 245
2019
Q3 		$14.1M Sell
241,991
-1,842
-0.8% -$110K 0.07% 235
2019
Q2 		$15.9M Sell
243,833
-6,948
-3% -$439K 0.09% 216
2019
Q1 		$15.4M Buy
250,781
+456
+0.2% +$26.2K 0.08% 224
2018
Q4 		$13.3M Buy
250,325
+4,527
+2% +$248K 0.08% 221
2018
Q3 		$13.6M Sell
245,798
-432
-0.2% -$24.1K 0.07% 249
2018
Q2 		$12.9M Sell
246,230
-17,463
-7% -$897K 0.07% 242
2018
Q1 		$12.8M Sell
263,693
-57,962
-18% -$2.95M 0.09% 201
2017
Q4 		$17.1M Buy
321,655
+4,038
+1% +$211K 0.11% 175
2017
Q3 		$16M Sell
317,617
-19,307
-6% -$951K 0.12% 169
2017
Q2 		$17.3M Sell
336,924
-7,293
-2% -$375K 0.13% 162
2017
Q1 		$18.2M Sell
344,217
-16,056
-4% -$864K 0.14% 157
2016
Q4 		$19M Sell
360,273
-5,143
-1% -$268K 0.17% 135
2016
Q3 		$19.3M Buy
365,416
+2,923
+0.8% +$151K 0.18% 131
2016
Q2 		$18M Buy
362,493
+10,702
+3% +$508K 0.17% 132
2016
Q1 		$17.1M Buy
351,791
+13,259
+4% +$564K 0.16% 127
2015
Q4 		$13.8M Buy
338,532
+39,459
+13% +$1.64M 0.14% 152
2015
Q3 		$11.3M Sell
299,073
-8,257
-3% -$336K 0.14% 150
2015
Q2 		$13.2M Buy
307,330
+5,742
+2% +$259K 0.15% 155
2015
Q1 		$13.7M Buy
301,588
+1,725
+0.6% +$78.1K 0.16% 145
2014
Q4 		$13.1M Sell
299,863
-166
-0.1% -$6.86K 0.16% 144
2014
Q3 		$11.8M Sell
300,029
-6,958
-2% -$284K 0.15% 146
2014
Q2 		$13.5M Sell
306,987
-1,115
-0.4% -$47.1K 0.23% 115
2014
Q1 		$12.6M Sell
308,102
-3,413
-1% -$142K 0.23% 115
2013
Q4 		$13M Sell
311,515
-273
-0.1% -$11K 0.26% 106
2013
Q3 		$12.1M Sell
311,788
-5,226
-2% -$199K 0.28% 103
2013
Q2 		$11M Buy
+317,014
New +$11.1M 0.27% 106

Other funds holding SON

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

JP Morgan Private Wealth Advisors's SON Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Sonoco (SON) stake by 20% in Q3 2023, selling an estimated $2.31M and leaving 163,381 shares worth $8.88M. The position accounts for 0.03% of the portfolio, ranked #391.

JP Morgan Private Wealth Advisors first reported a position in SON in Q2 2013 and has held it in 42 quarters since. The position peaked at $19.3M in Q3 2016. 446 funds tracked by Wall St. Rank hold SON as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 163,381 shares of Sonoco worth $8.88M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 40,743 Sonoco shares in Q3 2023, an estimated $2.31M.
  • Sonoco made up 0.03% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #391 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Sonoco in Q2 2013 and has held it in 42 quarters since.
  • JP Morgan Private Wealth Advisors's Sonoco position peaked at $19.3M in Q3 2016.
  • 446 funds tracked by Wall St. Rank held Sonoco as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.