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PSI Advisors’s Sonoco SON Stock Holding History

PSI 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 		– Sell
-202
Closed -$9.54K – 598
2025
Q1 		$9.54K Hold
202
– – ﹤0.01% 455
2024
Q4 		$9.87K Hold
202
– – ﹤0.01% 527
2024
Q3 		$11K Hold
202
– – ﹤0.01% 522
2024
Q2 		$10.2K Sell
202
-320
-61% -$18.5K ﹤0.01% 509
2024
Q1 		$30.2K Sell
522
-89
-15% -$5.08K 0.01% 327
2023
Q4 		$34.1K Hold
611
– – 0.01% 322
2023
Q3 		$33.2K Hold
611
– – 0.01% 305
2023
Q2 		$36.1K Hold
611
– – 0.02% 289
2023
Q1 		$37.3K Sell
611
-153
-20% -$9.07K 0.02% 258
2022
Q4 		$46.4K Hold
764
– – 0.02% 227
2022
Q3 		$43K Hold
764
– – 0.02% 247
2022
Q2 		$44K Hold
764
– – 0.02% 270
2022
Q1 		$48K Hold
764
– – 0.02% 276
2021
Q4 		$44K Sell
764
-489
-39% -$29.2K 0.02% 291
2021
Q3 		$75K Buy
+1,253
New +$80.2K 0.03% 235
2020
Q1 		– Sell
-1,430
Closed -$88K – 516
2019
Q4 		$88K Buy
+1,430
New +$84.6K 0.06% 199

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