Lountzis Asset Management’s Sonoco SON Stock Holding History

Lountzis Asset Management’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
2021 Q4	–	Sell	-2,079	Closed	-$124K	–	85
2021 Q3	$124K	Hold	2,079	–	–	0.08%	43
2021 Q2	$139K	Hold	2,079	–	–	0.08%	42
2021 Q1	$132K	Hold	2,079	–	–	0.09%	43
2020 Q4	$123K	Hold	2,079	–	–	0.09%	43
2020 Q3	$106K	Hold	2,079	–	–	0.09%	40
2020 Q2	$109K	Buy	+2,079	New	+$103K	0.1%	39

Other funds holding SON

BlackRock New York $5.72T 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lountzis Asset Management's SON Position: Q4 2021 in Review

Lountzis Asset Management sold out of Sonoco (SON) in Q4 2021, closing a stake of 2,079 shares — an estimated $124K sold.

Lountzis Asset Management first reported a position in SON in Q2 2020 and held it in 6 quarters. The position peaked at $139K in Q2 2021. 417 funds tracked by Wall St. Rank hold SON as of Q4 2021.

Lountzis Asset Management reported no remaining Sonoco position as of Q4 2021 after selling out during the quarter.
Lountzis Asset Management sold 2,079 Sonoco shares in Q4 2021, an estimated $124K.
Lountzis Asset Management first reported a position in Sonoco in Q2 2020 and held it in 6 quarters.
Lountzis Asset Management's Sonoco position peaked at $139K in Q2 2021.
417 funds tracked by Wall St. Rank held Sonoco as of Q4 2021.

Based on Lountzis Asset Management's 13F filing for Q4 2021, filed 26 Jan 2022.