MLA
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My Legacy Advisors’s Sonoco SON Stock Holding History

My Legacy Advisors’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 		$337K Buy
7,174
+536
+8% +$24K 0.12% 164
2025
Q1 		$314K Buy
6,638
+133
+2% +$6.29K 0.12% 164
2024
Q4 		$307K Sell
6,505
-545
-8% -$28.1K 0.12% 169
2024
Q3 		$385K Sell
7,050
-1,875
-21% -$98.1K 0.15% 156
2024
Q2 		$453K Sell
8,925
-4,032
-31% -$233K 0.14% 155
2024
Q1 		$749K Buy
12,957
+5
+0% +$285 0.25% 112
2023
Q4 		$745K Hold
12,952
– – 0.27% 110
2023
Q3 		$676K Buy
12,952
+560
+5% +$31.7K 0.27% 113
2023
Q2 		$718K Buy
12,392
+111
+0.9% +$6.68K 0.28% 117
2023
Q1 		$735K Buy
12,281
+526
+4% +$31.2K 0.32% 113
2022
Q4 		$728K Buy
11,755
+839
+8% +$50.4K 0.31% 121
2022
Q3 		$657K Buy
10,916
+488
+5% +$30K 0.33% 110
2022
Q2 		$603K Buy
10,428
+532
+5% +$31.6K 0.3% 128
2022
Q1 		$619K Buy
+9,896
New +$573K 0.29% 119

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