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Tandem Investment Advisors’s Sonoco SON Stock Holding History

Tandem Investment 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
2024
Q1 		– Sell
-7,960
Closed -$445K – 92
2023
Q4 		$445K Sell
7,960
-10,535
-57% -$571K 0.02% 62
2023
Q3 		$1.01M Hold
18,495
– – 0.04% 53
2023
Q2 		$1.09M Sell
18,495
-3,200
-15% -$193K 0.05% 52
2023
Q1 		$1.32M Buy
+21,695
New +$1.29M 0.06% 52
2019
Q1 		– Sell
-4,617
Closed -$245K – 73
2018
Q4 		$245K Sell
4,617
-930
-17% -$51K 0.06% 63
2018
Q3 		$308K Buy
5,547
+252
+5% +$14K 0.08% 52
2018
Q2 		$278K Buy
+5,295
New +$272K 0.09% 53

Other funds holding SON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Tandem Investment Advisors's SON Position: Q1 2024 in Review

Tandem Investment Advisors sold out of Sonoco (SON) in Q1 2024, closing a stake of 7,960 shares — an estimated $445K sold.

Tandem Investment Advisors first reported a position in SON in Q2 2018 and held it in 7 quarters. The position peaked at $1.32M in Q1 2023. 467 funds tracked by Wall St. Rank hold SON as of Q1 2024.

  • Tandem Investment Advisors reported no remaining Sonoco position as of Q1 2024 after selling out during the quarter.
  • Tandem Investment Advisors sold 7,960 Sonoco shares in Q1 2024, an estimated $445K.
  • Tandem Investment Advisors first reported a position in Sonoco in Q2 2018 and held it in 7 quarters.
  • Tandem Investment Advisors's Sonoco position peaked at $1.32M in Q1 2023.
  • 467 funds tracked by Wall St. Rank held Sonoco as of Q1 2024.

Based on Tandem Investment Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.