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Stoneridge Investment Partners’s Sonoco SON Stock Holding History

Stoneridge Investment Partners’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
2017
Q4 		– Sell
-4,491
Closed -$227K – 258
2017
Q3 		$227K Buy
+4,491
New +$221K 0.04% 211

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State Street
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Invesco
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Stoneridge Investment Partners's SON Position: Q4 2017 in Review

Stoneridge Investment Partners sold out of Sonoco (SON) in Q4 2017, closing a stake of 4,491 shares — an estimated $227K sold.

Stoneridge Investment Partners first reported a position in SON in Q3 2017 and held it in 1 quarter. The position peaked at $227K in Q3 2017. 401 funds tracked by Wall St. Rank hold SON as of Q4 2017.

  • Stoneridge Investment Partners reported no remaining Sonoco position as of Q4 2017 after selling out during the quarter.
  • Stoneridge Investment Partners sold 4,491 Sonoco shares in Q4 2017, an estimated $227K.
  • Stoneridge Investment Partners first reported a position in Sonoco in Q3 2017 and held it in 1 quarter.
  • Stoneridge Investment Partners's Sonoco position peaked at $227K in Q3 2017.
  • 401 funds tracked by Wall St. Rank held Sonoco as of Q4 2017.

Based on Stoneridge Investment Partners's 13F filing for Q4 2017, filed 5 Feb 2018.