USA Financial Formulas’s Sonoco SON Stock Holding History

USA Financial Formulas’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
2019 Q3	–	Sell	-3,187	Closed	-$196K	–	257
2019 Q2	$196K	Buy	3,187 +1,074	+51%	+$67.8K	0.1%	97
2019 Q1	$130K	Buy	+2,113	New	+$122K	0.08%	103

Other funds holding SON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

USA Financial Formulas's SON Position: Q3 2019 in Review

USA Financial Formulas sold out of Sonoco (SON) in Q3 2019, closing a stake of 3,187 shares — an estimated $196K sold.

USA Financial Formulas first reported a position in SON in Q1 2019 and held it in 2 quarters. The position peaked at $196K in Q2 2019. 412 funds tracked by Wall St. Rank hold SON as of Q3 2019.

USA Financial Formulas reported no remaining Sonoco position as of Q3 2019 after selling out during the quarter.
USA Financial Formulas sold 3,187 Sonoco shares in Q3 2019, an estimated $196K.
USA Financial Formulas first reported a position in Sonoco in Q1 2019 and held it in 2 quarters.
USA Financial Formulas's Sonoco position peaked at $196K in Q2 2019.
412 funds tracked by Wall St. Rank held Sonoco as of Q3 2019.

Based on USA Financial Formulas's 13F filing for Q3 2019, filed 14 Nov 2019.