Valley National Advisers’s Sonoco SON Stock Holding History

Valley National Advisers’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 Q3	–	Sell	-20	Closed	-$1K	–	1092
2024 Q2	$1K	Buy	+20	New	+$1.16K	﹤0.01%	1128
2017 Q1	–	Sell	-53	Closed	-$3K	–	668
2016 Q4	$3K	Hold	53	–	–	﹤0.01%	540
2016 Q3	$3K	Hold	53	–	–	﹤0.01%	506
2016 Q2	$3K	Hold	53	–	–	﹤0.01%	508
2016 Q1	$3K	Hold	53	–	–	﹤0.01%	506
2015 Q4	$2K	Hold	53	–	–	﹤0.01%	542
2015 Q3	$2K	Hold	53	–	–	﹤0.01%	538
2015 Q2	$2K	Buy	+53	New	+$2.39K	﹤0.01%	546

Other funds holding SON

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

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

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

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

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return