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Ridgewood Investments’s Sonoco SON Stock Holding History

Ridgewood Investments’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
2019
Q3 		– Sell
-3,187
Closed -$208K – 194
2019
Q2 		$208K Buy
+3,187
New +$201K 0.16% 162
2019
Q1 		– Sell
-6,826
Closed -$379K – 198
2018
Q4 		$379K Hold
6,826
– – 0.3% 95
2018
Q3 		$379K Hold
6,826
– – 0.3% 96
2018
Q2 		$358K Buy
6,826
+576
+9% +$29.6K 0.32% 95
2018
Q1 		$303K Buy
6,250
+978
+19% +$49.7K 0.28% 106
2017
Q4 		$280K Buy
5,272
+431
+9% +$22.6K 0.25% 113
2017
Q3 		$244K Buy
+4,841
New +$239K 0.23% 123

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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

Ridgewood Investments's SON Position: Q3 2019 in Review

Ridgewood Investments sold out of Sonoco (SON) in Q3 2019, closing a stake of 3,187 shares — an estimated $208K sold.

Ridgewood Investments first reported a position in SON in Q3 2017 and held it in 7 quarters. The position peaked at $379K in Q4 2018. 411 funds tracked by Wall St. Rank hold SON as of Q3 2019.

  • Ridgewood Investments reported no remaining Sonoco position as of Q3 2019 after selling out during the quarter.
  • Ridgewood Investments sold 3,187 Sonoco shares in Q3 2019, an estimated $208K.
  • Ridgewood Investments first reported a position in Sonoco in Q3 2017 and held it in 7 quarters.
  • Ridgewood Investments's Sonoco position peaked at $379K in Q4 2018.
  • 411 funds tracked by Wall St. Rank held Sonoco as of Q3 2019.

Based on Ridgewood Investments's 13F filing for Q3 2019, filed 23 Oct 2019.