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Morris Financial Concepts’s Sonoco SON Stock Holding History

Morris Financial Concepts’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
Q2 		– Sell
-8,605
Closed -$407K – 200
2025
Q1 		$407K Sell
8,605
-32
-0.4% -$1.51K 0.17% 79
2024
Q4 		$422K Hold
8,637
– – 0.18% 74
2024
Q3 		$472K Hold
8,637
– – 0.2% 68
2024
Q2 		$438K Hold
8,637
– – 0.21% 64
2024
Q1 		$500K Hold
8,637
– – 0.26% 58
2023
Q4 		$483K Hold
8,637
– – 0.28% 50
2023
Q3 		$469K Hold
8,637
– – 0.31% 44
2023
Q2 		$510K Hold
8,637
– – 0.33% 45
2023
Q1 		$527K Hold
8,637
– – 0.37% 43
2022
Q4 		$524K Hold
8,637
– – 0.42% 43
2022
Q3 		$490K Hold
8,637
– – 0.51% 31
2022
Q2 		$493K Hold
8,637
– – 0.47% 35
2022
Q1 		$540K Hold
8,637
– – 0.45% 35
2021
Q4 		$500K Buy
+8,637
New +$516K 0.42% 37

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
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 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
CCPM
Cooper Creek Partners Management New York $2.08B AUM 30.49% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return