Planned Solutions’s Sonoco SON Stock Holding History

Planned Solutions’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
2024 Q4	–	Sell	-353	Closed	-$19.3K	–	553
2024 Q3	$19.3K	Buy	+353	New	+$18.5K	0.01%	393
2024 Q1	–	Sell	-353	Closed	-$19.7K	–	480
2023 Q4	$19.7K	Buy	+353	New	+$19.1K	0.01%	374
2021 Q1	–	Sell	-1,178	Closed	-$70K	–	353
2020 Q4	$70K	Buy	+1,178	New	+$66.2K	0.06%	150

Other funds holding SON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Planned Solutions's SON Position: Q4 2024 in Review

Planned Solutions sold out of Sonoco (SON) in Q4 2024, closing a stake of 353 shares — an estimated $19.3K sold.

Planned Solutions first reported a position in SON in Q4 2020 and held it in 3 quarters. The position peaked at $70K in Q4 2020. 450 funds tracked by Wall St. Rank hold SON as of Q4 2024.

Planned Solutions reported no remaining Sonoco position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 353 Sonoco shares in Q4 2024, an estimated $19.3K.
Planned Solutions first reported a position in Sonoco in Q4 2020 and held it in 3 quarters.
Planned Solutions's Sonoco position peaked at $70K in Q4 2020.
450 funds tracked by Wall St. Rank held Sonoco as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.