SAA
SON icon

Southeast Asset Advisors’s Sonoco SON Stock Holding History

Southeast Asset 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
2026
Q1 		$1.07M Hold
19,788
– – 0.12% 98
2025
Q4 		$864K Hold
19,788
– – 0.08% 112
2025
Q3 		$853K Buy
19,788
+3,529
+22% +$163K 0.09% 107
2025
Q2 		$708K Buy
16,259
+3,375
+26% +$151K 0.08% 104
2025
Q1 		$609K Hold
12,884
– – 0.07% 112
2024
Q4 		$629K Hold
12,884
– – 0.08% 104
2024
Q3 		$704K Hold
12,884
– – 0.08% 99
2024
Q2 		$653K Buy
12,884
+44
+0.3% +$2.54K 0.08% 99
2024
Q1 		$743K Buy
12,840
+44
+0.3% +$2.51K 0.09% 97
2023
Q4 		$715K Buy
12,796
+46
+0.4% +$2.5K 0.09% 99
2023
Q3 		$693K Buy
+12,750
New +$722K 0.1% 95

Other funds holding SON

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return