Lido Advisors

Lido Advisors’s Sonoco SON Stock Holding History

Lido Advisors’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
2026 Q1	$255K	Buy	+4,706	New	+$242K	﹤0.01%	1655
2024 Q3	–	Sell	-15,734	Closed	-$798K	–	1550
2024 Q2	$798K	Buy	+15,734	New	+$909K	0.01%	758
2023 Q4	–	Sell	-5,737	Closed	-$312K	–	1429
2023 Q3	$312K	Sell	5,737 -30,483	-84%	-$1.73M	﹤0.01%	904
2023 Q2	$2.14M	Buy	36,220 +7,760	+27%	+$467K	0.02%	359
2023 Q1	$1.74M	Buy	28,460 +6,820	+32%	+$404K	0.02%	371
2022 Q4	$1.31M	Buy	21,640 +5,526	+34%	+$332K	0.02%	357
2022 Q3	$914K	Buy	+16,114	New	+$991K	0.02%	389
2022 Q2	–	Sell	-11,005	Closed	-$688K	–	1059
2022 Q1	$688K	Buy	+11,005	New	+$637K	0.01%	492
2020 Q1	–	Sell	-5,437	Closed	-$336K	–	671
2019 Q4	$336K	Buy	5,437 +190	+4%	+$11.2K	0.02%	470
2019 Q3	$305K	Buy	5,247 +61	+1%	+$3.63K	0.02%	443
2019 Q2	$338K	Buy	5,186 +245	+5%	+$15.5K	0.03%	396
2019 Q1	$304K	Buy	4,941 +86	+2%	+$4.95K	0.03%	385
2018 Q4	$257K	Buy	4,855 +655	+16%	+$35.9K	0.04%	345
2018 Q3	$233K	Buy	+4,200	New	+$234K	0.03%	397

Other funds holding SON

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

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return