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Shufro Rose & Co’s Sonoco SON Stock Holding History

Shufro Rose & Co’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
Q1 		– Sell
-4,950
Closed -$242K – 320
2024
Q4 		$242K Sell
4,950
-2,478
-33% -$128K 0.02% 253
2024
Q3 		$377K Hold
7,428
– – 0.03% 209
2024
Q2 		$377K Sell
7,428
-766
-9% -$44.2K 0.03% 209
2024
Q1 		$474K Sell
8,194
-3,238
-28% -$185K 0.04% 181
2023
Q4 		$621K Hold
11,432
– – 0.06% 140
2023
Q3 		$621K Sell
11,432
-250
-2% -$14.2K 0.06% 140
2023
Q2 		$689K Sell
11,682
-552
-5% -$33.2K 0.06% 135
2023
Q1 		$746K Sell
12,234
-6,140
-33% -$364K 0.07% 132
2022
Q4 		$1.12M Sell
18,374
-1,500
-8% -$90.1K 0.09% 108
2022
Q3 		$1.13M Sell
19,874
-50
-0.3% -$3.07K 0.11% 96
2022
Q2 		$1.14M Sell
19,924
-700
-3% -$41.6K 0.1% 103
2022
Q1 		$1.29M Sell
20,624
-249,190
-92% -$14.4M 0.1% 107
2021
Q4 		$15.6M Sell
269,814
-60,454
-18% -$3.61M 1.13% 25
2021
Q3 		$19.7M Sell
330,268
-4,216
-1% -$270K 1.54% 20
2021
Q2 		$22.4M Sell
334,484
-5,571
-2% -$370K 1.68% 17
2021
Q1 		$21.5M Sell
340,055
-6,192
-2% -$378K 1.71% 21
2020
Q4 		$20.5M Sell
346,247
-349
-0.1% -$19.6K 1.72% 21
2020
Q3 		$17.7M Sell
346,596
-3,496
-1% -$185K 1.7% 20
2020
Q2 		$18.3M Sell
350,092
-1,867
-0.5% -$92.4K 1.81% 19
2020
Q1 		$16.3M Sell
351,959
-7,554
-2% -$403K 1.95% 16
2019
Q4 		$22.2M Sell
359,513
-5,962
-2% -$353K 2% 13
2019
Q3 		$21.3M Sell
365,475
-1,712
-0.5% -$102K 2.1% 10
2019
Q2 		$24M Sell
367,187
-1,779
-0.5% -$112K 2.34% 7
2019
Q1 		$22.7M Sell
368,966
-3,321
-0.9% -$191K 2.27% 7
2018
Q4 		$19.8M Sell
372,287
-2,234
-0.6% -$123K 2.19% 9
2018
Q3 		$20.8M Sell
374,521
-1,775
-0.5% -$98.8K 1.93% 11
2018
Q2 		$19.8M Buy
376,296
+230
+0.1% +$11.8K 1.89% 13
2018
Q1 		$18.2M Buy
376,066
+4,732
+1% +$241K 1.8% 16
2017
Q4 		$19.7M Sell
371,334
-1,594
-0.4% -$83.4K 1.94% 13
2017
Q3 		$18.8M Buy
372,928
+56,360
+18% +$2.78M 1.89% 12
2017
Q2 		$16.3M Sell
316,568
-770
-0.2% -$39.6K 1.74% 15
2017
Q1 		$16.8M Sell
317,338
-4,690
-1% -$252K 1.81% 14
2016
Q4 		$17M Sell
322,028
-1,225
-0.4% -$63.9K 1.89% 13
2016
Q3 		$17.1M Sell
323,253
-6,390
-2% -$329K 1.91% 12
2016
Q2 		$16.4M Sell
329,643
-2,077
-0.6% -$98.6K 1.81% 14
2016
Q1 		$16.1M Sell
331,720
-3,600
-1% -$153K 1.8% 13
2015
Q4 		$13.7M Sell
335,320
-2,975
-0.9% -$124K 1.58% 15
2015
Q3 		$12.8M Buy
338,295
+17,325
+5% +$704K 1.53% 17
2015
Q2 		$13.8M Sell
320,970
-2,030
-0.6% -$91.4K 1.46% 19
2015
Q1 		$14.7M Sell
323,000
-252,658
-44% -$11.4M 1.51% 19
2014
Q4 		$25.2M Sell
575,658
-9,825
-2% -$406K 2.56% 5
2014
Q3 		$23M Sell
585,483
-5,142
-0.9% -$210K 2.39% 5
2014
Q2 		$25.9M Sell
590,625
-8,915
-1% -$377K 2.66% 5
2014
Q1 		$24.6M Sell
599,540
-98,100
-14% -$4.07M 2.58% 6
2013
Q4 		$29.1M Sell
697,640
-6,720
-1% -$270K 3.07% 5
2013
Q3 		$27.4M Sell
704,360
-84,390
-11% -$3.21M 3.12% 5
2013
Q2 		$27.3M Buy
+788,750
New +$27.5M 3.24% 6

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Shufro Rose & Co's SON Position: Q1 2025 in Review

Shufro Rose & Co sold out of Sonoco (SON) in Q1 2025, closing a stake of 4,950 shares — an estimated $242K sold.

Shufro Rose & Co first reported a position in SON in Q2 2013 and held it in 47 quarters. The position peaked at $29.1M in Q4 2013. 446 funds tracked by Wall St. Rank hold SON as of Q1 2025.

  • Shufro Rose & Co reported no remaining Sonoco position as of Q1 2025 after selling out during the quarter.
  • Shufro Rose & Co sold 4,950 Sonoco shares in Q1 2025, an estimated $242K.
  • Shufro Rose & Co first reported a position in Sonoco in Q2 2013 and held it in 47 quarters.
  • Shufro Rose & Co's Sonoco position peaked at $29.1M in Q4 2013.
  • 446 funds tracked by Wall St. Rank held Sonoco as of Q1 2025.

Based on Shufro Rose & Co's 13F filing for Q1 2025, filed 8 May 2025.