KOC
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Koss-Olinger Consulting’s Sonoco SON Stock Holding History

Koss-Olinger Consulting’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 		– Sell
-17,628
Closed -$1.04M – 302
2023
Q2 		$1.04M Hold
17,628
– – 0.12% 91
2023
Q1 		$1.07M Buy
17,628
+532
+3% +$31.6K 0.13% 84
2022
Q4 		$1.04M Buy
+17,096
New +$1.03M 0.15% 83

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 $3.38T AUM 44.17% 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 $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $27.7B AUM 52.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Koss-Olinger Consulting's SON Position: Q3 2023 in Review

Koss-Olinger Consulting sold out of Sonoco (SON) in Q3 2023, closing a stake of 17,628 shares — an estimated $1.04M sold.

Koss-Olinger Consulting first reported a position in SON in Q4 2022 and held it in 3 quarters. The position peaked at $1.07M in Q1 2023. 446 funds tracked by Wall St. Rank hold SON as of Q3 2023.

  • Koss-Olinger Consulting reported no remaining Sonoco position as of Q3 2023 after selling out during the quarter.
  • Koss-Olinger Consulting sold 17,628 Sonoco shares in Q3 2023, an estimated $1.04M.
  • Koss-Olinger Consulting first reported a position in Sonoco in Q4 2022 and held it in 3 quarters.
  • Koss-Olinger Consulting's Sonoco position peaked at $1.07M in Q1 2023.
  • 446 funds tracked by Wall St. Rank held Sonoco as of Q3 2023.

Based on Koss-Olinger Consulting's 13F filing for Q3 2023, filed 11 Oct 2023.