Leelyn Smith’s Sonoco SON Stock Holding History

Leelyn Smith’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 Q1	–	Sell	-730	Closed	-$44.3K	–	372
2022 Q4	$44.3K	Sell	730 -140	-16%	-$8.41K	0.01%	193
2022 Q3	$49K	Hold	870	–	–	0.02%	156
2022 Q2	$50K	Sell	870 -120	-12%	-$7.13K	0.01%	194
2022 Q1	$62K	Sell	990 -370	-27%	-$21.4K	0.02%	191
2021 Q4	$79K	Hold	1,360	–	–	0.02%	181
2021 Q3	$81K	Sell	1,360 -160	-11%	-$10.2K	0.02%	176
2021 Q2	$102K	Sell	1,520 -20	-1%	-$1.33K	0.03%	162
2021 Q1	$97K	Sell	1,540 -210	-12%	-$12.8K	0.03%	166
2020 Q4	$104K	Sell	1,750 -350	-17%	-$19.7K	0.03%	162
2020 Q3	$107K	Buy	2,100 +110	+6%	+$5.82K	0.04%	155
2020 Q2	$104K	Buy	1,990 +720	+57%	+$35.6K	0.04%	154
2020 Q1	$59K	Sell	1,270 -420	-25%	-$22.4K	0.03%	159
2019 Q4	$98	Buy	+1,690	New	+$100K	0.05%	157

Other funds holding SON

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Quilter Plc London, United Kingdom $5.7B AUM 21.25% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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 $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return