Lee Financial’s Sonoco SON Stock Holding History

Lee Financial’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
2020 Q4	–	Sell	-143	Closed	-$7K	–	538
2020 Q3	$7K	Hold	143	–	–	﹤0.01%	441
2020 Q2	$7K	Hold	143	–	–	﹤0.01%	417
2020 Q1	$7K	Hold	143	–	–	﹤0.01%	346
2019 Q4	$9K	Hold	143	–	–	﹤0.01%	367
2019 Q3	$8K	Hold	143	–	–	﹤0.01%	385
2019 Q2	$9K	Hold	143	–	–	﹤0.01%	370
2019 Q1	$9K	Hold	143	–	–	﹤0.01%	358
2018 Q4	$8K	Hold	143	–	–	﹤0.01%	322
2018 Q3	$8K	Hold	143	–	–	﹤0.01%	370
2018 Q2	$8K	Hold	143	–	–	﹤0.01%	539
2018 Q1	$7K	Hold	143	–	–	﹤0.01%	575
2017 Q4	$8K	Hold	143	–	–	﹤0.01%	385
2017 Q3	$7K	Hold	143	–	–	﹤0.01%	393
2017 Q2	$7K	Hold	143	–	–	﹤0.01%	377
2017 Q1	$8K	Hold	143	–	–	﹤0.01%	311
2016 Q4	$8K	Buy	+143	New	+$7.46K	﹤0.01%	328

Other funds holding SON

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

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

Lee Financial's SON Position: Q4 2020 in Review

Lee Financial sold out of Sonoco (SON) in Q4 2020, closing a stake of 143 shares — an estimated $7K sold.

Lee Financial first reported a position in SON in Q4 2016 and held it in 16 quarters. The position peaked at $9K in Q4 2019. 423 funds tracked by Wall St. Rank hold SON as of Q4 2020.

Lee Financial reported no remaining Sonoco position as of Q4 2020 after selling out during the quarter.
Lee Financial sold 143 Sonoco shares in Q4 2020, an estimated $7K.
Lee Financial first reported a position in Sonoco in Q4 2016 and held it in 16 quarters.
Lee Financial's Sonoco position peaked at $9K in Q4 2019.
423 funds tracked by Wall St. Rank held Sonoco as of Q4 2020.

Based on Lee Financial's 13F filing for Q4 2020, filed 12 Feb 2021.