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Steward Financial Group’s Sonoco SON Stock Holding History

Steward Financial 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
Q3 		$2K Buy
+50
New +$2.83K ﹤0.01% 1044
2022
Q3 		– Sell
-5
Closed – – 1140
2022
Q2 		$0 Buy
+5
New +$297 ﹤0.01% 1341

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
QP
Quilter Plc London, United Kingdom $5.7B AUM 21.25% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Steward Financial Group's SON Position: Q3 2023 in Review

Steward Financial Group opened a new position in Sonoco (SON) in Q3 2023: 50 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1044 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in SON as recently as Q2 2022.

Steward Financial Group first reported a position in SON in Q2 2022 and has held it in 2 quarters since. 445 funds tracked by Wall St. Rank hold SON as of Q3 2023.

  • Steward Financial Group held 50 shares of Sonoco worth $2K as of Q3 2023.
  • Sonoco was a new Steward Financial Group position in Q3 2023.
  • Sonoco made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1044 holding.
  • Steward Financial Group first reported a position in Sonoco in Q2 2022 and has held it in 2 quarters since.
  • 445 funds tracked by Wall St. Rank held Sonoco as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.