Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Sonoco SON Stock Holding History

Kovitz Investment Group Partners’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
2024
Q4 		– Sell
-12,037
Closed -$642K – 1256
2024
Q3 		$642K Sell
12,037
-5,724
-32% -$299K ﹤0.01% 716
2024
Q2 		$901K Buy
+17,761
New +$1.03M 0.01% 555

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Kovitz Investment Group Partners's SON Position: Q4 2024 in Review

Kovitz Investment Group Partners sold out of Sonoco (SON) in Q4 2024, closing a stake of 12,037 shares — an estimated $642K sold.

Kovitz Investment Group Partners first reported a position in SON in Q2 2024 and held it in 2 quarters. The position peaked at $901K in Q2 2024. 450 funds tracked by Wall St. Rank hold SON as of Q4 2024.

  • Kovitz Investment Group Partners reported no remaining Sonoco position as of Q4 2024 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 12,037 Sonoco shares in Q4 2024, an estimated $642K.
  • Kovitz Investment Group Partners first reported a position in Sonoco in Q2 2024 and held it in 2 quarters.
  • Kovitz Investment Group Partners's Sonoco position peaked at $901K in Q2 2024.
  • 450 funds tracked by Wall St. Rank held Sonoco as of Q4 2024.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2024, filed 14 Feb 2025.