PO
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Private Ocean’s Sonoco SON Stock Holding History

Private Ocean’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
Q2 		– Sell
-64
Closed -$3.7K – 677
2024
Q1 		$3.7K Hold
64
– – ﹤0.01% 430
2023
Q4 		$3.58K Hold
64
– – ﹤0.01% 436
2023
Q3 		$3.48K Hold
64
– – ﹤0.01% 421
2023
Q2 		$3.78K Hold
64
– – ﹤0.01% 455
2023
Q1 		$3.9K Buy
+64
New +$3.8K ﹤0.01% 483

Other funds holding SON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Private Ocean's SON Position: Q2 2024 in Review

Private Ocean sold out of Sonoco (SON) in Q2 2024, closing a stake of 64 shares — an estimated $3.7K sold.

Private Ocean first reported a position in SON in Q1 2023 and held it in 5 quarters. The position peaked at $3.9K in Q1 2023. 475 funds tracked by Wall St. Rank hold SON as of Q2 2024.

  • Private Ocean reported no remaining Sonoco position as of Q2 2024 after selling out during the quarter.
  • Private Ocean sold 64 Sonoco shares in Q2 2024, an estimated $3.7K.
  • Private Ocean first reported a position in Sonoco in Q1 2023 and held it in 5 quarters.
  • Private Ocean's Sonoco position peaked at $3.9K in Q1 2023.
  • 475 funds tracked by Wall St. Rank held Sonoco as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.