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Synergy Asset Management’s Sonoco SON Stock Holding History

Synergy Asset Management’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 		$3.37M Sell
62,239
-32,322
-34% -$1.67M 0.36% 53
2025
Q4 		$4.13M Buy
+94,561
New +$3.91M 0.43% 42
2025
Q1 		– Sell
-66,754
Closed -$3.61M – 726
2024
Q4 		$3.61M Buy
66,754
+5,505
+9% +$284K 0.28% 63
2024
Q3 		$3.35M Buy
+61,249
New +$3.2M 0.51% 47
2023
Q4 		– Sell
-62,693
Closed -$3.41M – 172
2023
Q3 		$3.41M Sell
62,693
-23,535
-27% -$1.33M 0.68% 43
2023
Q2 		$5.09M Buy
+86,228
New +$5.19M 1.26% 31

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Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
VPM
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VCM
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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