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ProVise Management Group’s Sonoco SON Stock Holding History

ProVise Management Group’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
2020
Q1 		– Sell
-4,718
Closed -$291K – 304
2019
Q4 		$291K Buy
4,718
+295
+7% +$17.5K 0.04% 250
2019
Q3 		$257K Buy
+4,423
New +$263K 0.03% 260

Other funds holding SON

BlackRock
BlackRock New York $5.72T 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ProVise Management Group's SON Position: Q1 2020 in Review

ProVise Management Group sold out of Sonoco (SON) in Q1 2020, closing a stake of 4,718 shares — an estimated $291K sold.

ProVise Management Group first reported a position in SON in Q3 2019 and held it in 2 quarters. The position peaked at $291K in Q4 2019. 383 funds tracked by Wall St. Rank hold SON as of Q1 2020.

  • ProVise Management Group reported no remaining Sonoco position as of Q1 2020 after selling out during the quarter.
  • ProVise Management Group sold 4,718 Sonoco shares in Q1 2020, an estimated $291K.
  • ProVise Management Group first reported a position in Sonoco in Q3 2019 and held it in 2 quarters.
  • ProVise Management Group's Sonoco position peaked at $291K in Q4 2019.
  • 383 funds tracked by Wall St. Rank held Sonoco as of Q1 2020.

Based on ProVise Management Group's 13F filing for Q1 2020, filed 7 May 2020.