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Moody Lynn & Lieberson’s Sonoco SON Stock Holding History

Moody Lynn & Lieberson’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
2019
Q3 		– Sell
-7,202
Closed -$471K – 189
2019
Q2 		$471K Hold
7,202
– – 0.05% 155
2019
Q1 		$443K Sell
7,202
-249
-3% -$14.3K 0.05% 152
2018
Q4 		$396K Hold
7,451
– – 0.05% 150
2018
Q3 		$414K Buy
+7,451
New +$415K 0.04% 172

Other funds holding SON

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Moody Lynn & Lieberson's SON Position: Q3 2019 in Review

Moody Lynn & Lieberson sold out of Sonoco (SON) in Q3 2019, closing a stake of 7,202 shares — an estimated $471K sold.

Moody Lynn & Lieberson first reported a position in SON in Q3 2018 and held it in 4 quarters. The position peaked at $471K in Q2 2019. 411 funds tracked by Wall St. Rank hold SON as of Q3 2019.

  • Moody Lynn & Lieberson reported no remaining Sonoco position as of Q3 2019 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 7,202 Sonoco shares in Q3 2019, an estimated $471K.
  • Moody Lynn & Lieberson first reported a position in Sonoco in Q3 2018 and held it in 4 quarters.
  • Moody Lynn & Lieberson's Sonoco position peaked at $471K in Q2 2019.
  • 411 funds tracked by Wall St. Rank held Sonoco as of Q3 2019.

Based on Moody Lynn & Lieberson's 13F filing for Q3 2019, filed 28 Oct 2019.