MHI
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Miller Howard Investments’s Sonoco SON Stock Holding History

Miller Howard Investments’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
2025
Q4 		– Sell
-9,297
Closed -$401K – 146
2025
Q3 		$401K Buy
9,297
+753
+9% +$34.8K 0.01% 131
2025
Q2 		$372K Sell
8,544
-648
-7% -$29K 0.01% 130
2025
Q1 		$434K Buy
9,192
+30
+0.3% +$1.42K 0.01% 131
2024
Q4 		$448K Sell
9,162
-1,105
-11% -$57.1K 0.01% 133
2024
Q3 		$561K Buy
10,267
+986
+11% +$51.6K 0.02% 151
2024
Q2 		$471K Buy
9,281
+56
+0.6% +$3.23K 0.02% 156
2024
Q1 		$534K Buy
9,225
+90
+1% +$5.14K 0.02% 153
2023
Q4 		$510K Buy
9,135
+484
+6% +$26.3K 0.02% 151
2023
Q3 		$470K Sell
8,651
-501
-5% -$28.4K 0.02% 148
2023
Q2 		$540K Sell
9,152
-330
-3% -$19.9K 0.02% 146
2023
Q1 		$578K Buy
9,482
+302
+3% +$17.9K 0.02% 143
2022
Q4 		$557K Buy
+9,180
New +$552K 0.02% 147

Other funds holding SON

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return