Plante Moran Financial Advisors’s Sonoco SON Stock Holding History

Plante Moran Financial 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 Q1	–	Sell	-7	Closed	-$342	–	949
2024 Q4	$342	Hold	7	–	–	﹤0.01%	879
2024 Q3	$382	Buy	+7	New	+$366	﹤0.01%	841
2022 Q4	–	Sell	-92	Closed	-$5K	–	963
2022 Q3	$5K	Buy	+92	New	+$5.66K	﹤0.01%	708
2021 Q1	–	Sell	-45	Closed	-$3K	–	1116
2020 Q4	$3K	Buy	+45	New	+$2.53K	﹤0.01%	753
2019 Q1	–	Sell	-25	Closed	-$1K	–	922
2018 Q4	$1K	Buy	+25	New	+$1.37K	﹤0.01%	834

Other funds holding SON

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

CCPM

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

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Plante Moran Financial Advisors's SON Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of Sonoco (SON) in Q1 2025, closing a stake of 7 shares — an estimated $342 sold.

Plante Moran Financial Advisors first reported a position in SON in Q4 2018 and held it in 5 quarters. The position peaked at $5K in Q3 2022. 446 funds tracked by Wall St. Rank hold SON as of Q1 2025.

Plante Moran Financial Advisors reported no remaining Sonoco position as of Q1 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 7 Sonoco shares in Q1 2025, an estimated $342.
Plante Moran Financial Advisors first reported a position in Sonoco in Q4 2018 and held it in 5 quarters.
Plante Moran Financial Advisors's Sonoco position peaked at $5K in Q3 2022.
446 funds tracked by Wall St. Rank held Sonoco as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.