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Legacy Investment Solutions’s Sonoco SON Stock Holding History

Legacy Investment Solutions’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
-255
Closed -$12.9K – 807
2024
Q3 		$12.9K Buy
+255
New +$13.3K 0.01% 272

Other funds holding SON

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

Legacy Investment Solutions's SON Position: Q4 2024 in Review

Legacy Investment Solutions sold out of Sonoco (SON) in Q4 2024, closing a stake of 255 shares — an estimated $12.9K sold.

Legacy Investment Solutions first reported a position in SON in Q3 2024 and held it in 1 quarter. The position peaked at $12.9K in Q3 2024. 450 funds tracked by Wall St. Rank hold SON as of Q4 2024.

  • Legacy Investment Solutions reported no remaining Sonoco position as of Q4 2024 after selling out during the quarter.
  • Legacy Investment Solutions sold 255 Sonoco shares in Q4 2024, an estimated $12.9K.
  • Legacy Investment Solutions first reported a position in Sonoco in Q3 2024 and held it in 1 quarter.
  • Legacy Investment Solutions's Sonoco position peaked at $12.9K in Q3 2024.
  • 450 funds tracked by Wall St. Rank held Sonoco as of Q4 2024.

Based on Legacy Investment Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.