Sumitomo Mitsui Trust Group
SON icon

Sumitomo Mitsui Trust Group’s Sonoco SON Stock Holding History

Sumitomo Mitsui Trust 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
2025
Q2 		– Sell
-15,580
Closed -$736K – 1066
2025
Q1 		$736K Sell
15,580
-1,390
-8% -$65.7K ﹤0.01% 887
2024
Q4 		$829K Buy
16,970
+4,860
+40% +$251K ﹤0.01% 901
2024
Q3 		$662K Sell
12,110
-4,150
-26% -$217K ﹤0.01% 934
2024
Q2 		$825K Sell
16,260
-650
-4% -$37.5K ﹤0.01% 923
2024
Q1 		$978K Sell
16,910
-90
-0.5% -$5.14K ﹤0.01% 967
2023
Q4 		$950K Buy
17,000
+2,940
+21% +$159K ﹤0.01% 983
2023
Q3 		$764K Buy
14,060
+180
+1% +$10.2K ﹤0.01% 1014
2023
Q2 		$819K Buy
13,880
+2,080
+18% +$125K ﹤0.01% 1016
2023
Q1 		$720K Sell
11,800
-18,811
-61% -$1.12M ﹤0.01% 1030
2022
Q4 		$1.86M Buy
30,611
+18,811
+159% +$1.13M ﹤0.01% 941
2022
Q3 		$669K Hold
11,800
– – ﹤0.01% 1080
2022
Q2 		$673K Hold
11,800
– – ﹤0.01% 1087
2022
Q1 		$738K Sell
11,800
-9,000
-43% -$521K ﹤0.01% 1080
2021
Q4 		$1.2M Sell
20,800
-11,500
-36% -$687K ﹤0.01% 1011
2021
Q3 		$1.92M Sell
32,300
-8,300
-20% -$531K ﹤0.01% 958
2021
Q2 		$2.72M Hold
40,600
– – ﹤0.01% 910
2021
Q1 		$2.57M Hold
40,600
– – ﹤0.01% 899
2020
Q4 		$2.41M Hold
40,600
– – ﹤0.01% 888
2020
Q3 		$2.07M Hold
40,600
– – ﹤0.01% 880
2020
Q2 		$2.12M Sell
40,600
-30,646
-43% -$1.52M ﹤0.01% 876
2020
Q1 		$3.3M Buy
+71,246
New +$3.8M ﹤0.01% 821

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Nordea Investment Management
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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
CCPM
Cooper Creek Partners Management New York $2.08B AUM 30.49% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return