Resource Planning Group’s Sonoco SON Stock Holding History

Resource Planning 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
2023 Q4	$405K	Hold	7,245	–	–	0.26%	51
2023 Q3	$394K	Hold	7,245	–	–	0.33%	38
2023 Q2	$428K	Hold	7,245	–	–	0.35%	39
2023 Q1	$442K	Hold	7,245	–	–	0.36%	38
2022 Q4	$440K	Hold	7,245	–	–	0.35%	43
2022 Q3	$411K	Hold	7,245	–	–	0.36%	46
2022 Q2	$413K	Hold	7,245	–	–	0.34%	46
2022 Q1	$453K	Hold	7,245	–	–	0.33%	45
2021 Q4	$419K	Hold	7,245	–	–	0.28%	46
2021 Q3	$432K	Hold	7,245	–	–	0.27%	50
2021 Q2	$485K	Hold	7,245	–	–	0.28%	49
2021 Q1	$459K	Hold	7,245	–	–	0.3%	44
2020 Q4	$429K	Hold	7,245	–	–	0.31%	45
2020 Q3	$370K	Hold	7,245	–	–	0.28%	47
2020 Q2	$379K	Hold	7,245	–	–	0.28%	42
2020 Q1	$336K	Hold	7,245	–	–	0.29%	38
2019 Q4	$447K	Hold	7,245	–	–	0.26%	39
2019 Q3	$422K	Hold	7,245	–	–	0.25%	41
2019 Q2	$473K	Hold	7,245	–	–	0.28%	38
2019 Q1	$446K	Hold	7,245	–	–	0.29%	32
2018 Q4	$385K	Hold	7,245	–	–	0.29%	33
2018 Q3	$402K	Buy	+7,245	New	+$403K	0.31%	26

Other funds holding SON

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Resource Planning Group's SON Position: Q4 2023 in Review

Resource Planning Group held its Sonoco (SON) position steady in Q4 2023 at 7,245 shares worth $405K. The position accounts for 0.26% of the portfolio, ranked #51.

Resource Planning Group first reported a position in SON in Q3 2018 and has held it in 22 quarters since. The position peaked at $485K in Q2 2021. 461 funds tracked by Wall St. Rank hold SON as of Q4 2023.

Resource Planning Group held 7,245 shares of Sonoco worth $405K as of Q4 2023.
Resource Planning Group left its Sonoco share count unchanged in Q4 2023.
Sonoco made up 0.26% of Resource Planning Group's portfolio in Q4 2023, its #51 holding.
Resource Planning Group first reported a position in Sonoco in Q3 2018 and has held it in 22 quarters since.
Resource Planning Group's Sonoco position peaked at $485K in Q2 2021.
461 funds tracked by Wall St. Rank held Sonoco as of Q4 2023.

Based on Resource Planning Group's 13F filing for Q4 2023, filed 10 Jan 2024.