Morton Brown Family Wealth’s Sonoco SON Stock Holding History

Morton Brown Family Wealth’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
2023 Q2	–	Sell	-20	Closed	-$1.22K	–	273
2023 Q1	$1.22K	Buy	+20	New	+$1.19K	﹤0.01%	247

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

Quilter Plc London, United Kingdom $5.7B AUM 21.25% 1-Year Est. Return

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

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

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

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

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

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

Morton Brown Family Wealth's SON Position: Q2 2023 in Review

Morton Brown Family Wealth sold out of Sonoco (SON) in Q2 2023, closing a stake of 20 shares — an estimated $1.22K sold.

Morton Brown Family Wealth first reported a position in SON in Q1 2023 and held it in 1 quarter. The position peaked at $1.22K in Q1 2023. 448 funds tracked by Wall St. Rank hold SON as of Q2 2023.

Morton Brown Family Wealth reported no remaining Sonoco position as of Q2 2023 after selling out during the quarter.
Morton Brown Family Wealth sold 20 Sonoco shares in Q2 2023, an estimated $1.22K.
Morton Brown Family Wealth first reported a position in Sonoco in Q1 2023 and held it in 1 quarter.
Morton Brown Family Wealth's Sonoco position peaked at $1.22K in Q1 2023.
448 funds tracked by Wall St. Rank held Sonoco as of Q2 2023.

Based on Morton Brown Family Wealth's 13F filing for Q2 2023, filed 25 Jul 2023.