Truvestments Capital’s Sonoco SON Stock Holding History

Truvestments Capital’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	$107K	Sell	1,974 -877	-31%	-$45.2K	0.02%	372
2025 Q4	$124K	Sell	2,851 -1,030	-27%	-$42.6K	0.02%	310
2025 Q3	$167K	Sell	3,881 -10,899	-74%	-$503K	0.03%	301
2025 Q2	$644K	Sell	14,780 -2,520	-15%	-$113K	0.13%	142
2025 Q1	$817K	Sell	17,300 -29,282	-63%	-$1.38M	0.18%	114
2024 Q4	$2.28M	Sell	46,582 -40	-0.1%	-$2.07K	0.59%	57
2024 Q3	$2.55M	Buy	46,622 +6,526	+16%	+$341K	0.68%	53
2024 Q2	$2.03M	Buy	40,096 +2,891	+8%	+$167K	0.81%	55
2024 Q1	$2.15M	Buy	37,205 +7,699	+26%	+$439K	0.83%	46
2023 Q4	$1.65M	Sell	29,506 -4,004	-12%	-$217K	0.74%	50
2023 Q3	$1.82M	Buy	33,510 +1,049	+3%	+$59.4K	0.95%	38
2023 Q2	$1.92M	Buy	32,461 +1,404	+5%	+$84.5K	0.95%	41
2023 Q1	$1.89M	Buy	31,057 +7,135	+30%	+$423K	1.01%	38
2022 Q4	$1.45M	Buy	23,922 +23,716	+11,513%	+$1.42M	0.82%	49
2022 Q3	$12K	Hold	206	–	–	0.01%	393
2022 Q2	$12K	Buy	+206	New	+$12.2K	0.01%	398

Other funds holding SON

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fuller & Thaler Asset Management

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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