WRF
SON icon

Waddell & Reed Financial’s Sonoco SON Stock Holding History

Waddell & Reed Financial’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
2021
Q1 		$41.9M Buy
661,431
+108,537
+20% +$6.62M 0.09% 280
2020
Q4 		$32.8M Buy
552,894
+57,255
+12% +$3.22M 0.07% 303
2020
Q3 		$25.3M Buy
495,639
+43,914
+10% +$2.32M 0.06% 312
2020
Q2 		$23.6M Buy
451,725
+54,476
+14% +$2.7M 0.06% 301
2020
Q1 		$18.4M Buy
397,249
+12,178
+3% +$649K 0.06% 296
2019
Q4 		$23.8M Buy
385,071
+28,597
+8% +$1.69M 0.06% 320
2019
Q3 		$20.8M Buy
356,474
+44,761
+14% +$2.67M 0.05% 335
2019
Q2 		$20.4M Buy
311,713
+5,310
+2% +$335K 0.05% 344
2019
Q1 		$18.9M Buy
306,403
+62,727
+26% +$3.61M 0.05% 357
2018
Q4 		$12.9M Buy
243,676
+38,492
+19% +$2.11M 0.04% 387
2018
Q3 		$11.4M Buy
205,184
+15,585
+8% +$868K 0.03% 403
2018
Q2 		$9.95M Sell
189,599
-15,040
-7% -$773K 0.02% 418
2018
Q1 		$9.93M Buy
204,639
+24,870
+14% +$1.26M 0.02% 411
2017
Q4 		$9.55M Sell
179,769
-18,360
-9% -$961K 0.02% 432
2017
Q3 		$10M Buy
198,129
+70
+0% +$3.45K 0.02% 406
2017
Q2 		$10.2M Buy
198,059
+26,220
+15% +$1.35M 0.02% 418
2017
Q1 		$9.09M Buy
171,839
+19,659
+13% +$1.06M 0.02% 437
2016
Q4 		$8.02M Buy
152,180
+40,890
+37% +$2.13M 0.02% 450
2016
Q3 		$5.88M Buy
111,290
+18,020
+19% +$929K 0.01% 483
2016
Q2 		$4.63M Buy
93,270
+25,950
+39% +$1.23M 0.01% 487
2016
Q1 		$3.27M Buy
67,320
+2,920
+5% +$124K 0.01% 541
2015
Q4 		$2.63M Buy
64,400
+15,190
+31% +$632K ﹤0.01% 572
2015
Q3 		$1.86M Buy
49,210
+3,920
+9% +$159K ﹤0.01% 590
2015
Q2 		$1.94M Buy
45,290
+4,420
+11% +$199K ﹤0.01% 570
2015
Q1 		$1.86M Buy
40,870
+10,190
+33% +$461K ﹤0.01% 540
2014
Q4 		$1.34M Buy
+30,680
New +$1.27M ﹤0.01% 547

Other funds holding SON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Waddell & Reed Financial's SON Position: Q1 2021 in Review

Waddell & Reed Financial increased its Sonoco (SON) stake by 20% in Q1 2021, buying an estimated $6.62M and bringing the position to 661,431 shares worth $41.9M. The position accounts for 0.09% of the portfolio, ranked #280.

Waddell & Reed Financial first reported a position in SON in Q4 2014 and has held it in 26 quarters since. 417 funds tracked by Wall St. Rank hold SON as of Q1 2021.

  • Waddell & Reed Financial held 661,431 shares of Sonoco worth $41.9M as of Q1 2021.
  • Waddell & Reed Financial bought 108,537 Sonoco shares in Q1 2021, an estimated $6.62M.
  • Sonoco made up 0.09% of Waddell & Reed Financial's portfolio in Q1 2021, its #280 holding.
  • Waddell & Reed Financial first reported a position in Sonoco in Q4 2014 and has held it in 26 quarters since.
  • 417 funds tracked by Wall St. Rank held Sonoco as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.