Winthrop Advisory Group’s Sonoco SON Stock Holding History

Winthrop Advisory Group’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 Q4	–	Sell	-4,000	Closed	-$219K	–	170
2024 Q3	$219K	Hold	4,000	–	–	0.03%	138
2024 Q2	$203K	Hold	4,000	–	–	0.03%	139
2024 Q1	$231K	Hold	4,000	–	–	0.03%	129
2023 Q4	$223K	Hold	4,000	–	–	0.03%	127
2023 Q3	$217K	Sell	4,000 -165	-4%	-$9.34K	0.04%	117
2023 Q2	$246K	Buy	+4,165	New	+$251K	0.04%	115

Other funds holding SON

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

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

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

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Winthrop Advisory Group's SON Position: Q4 2024 in Review

Winthrop Advisory Group sold out of Sonoco (SON) in Q4 2024, closing a stake of 4,000 shares — an estimated $219K sold.

Winthrop Advisory Group first reported a position in SON in Q2 2023 and held it in 6 quarters. The position peaked at $246K in Q2 2023. 450 funds tracked by Wall St. Rank hold SON as of Q4 2024.

Winthrop Advisory Group reported no remaining Sonoco position as of Q4 2024 after selling out during the quarter.
Winthrop Advisory Group sold 4,000 Sonoco shares in Q4 2024, an estimated $219K.
Winthrop Advisory Group first reported a position in Sonoco in Q2 2023 and held it in 6 quarters.
Winthrop Advisory Group's Sonoco position peaked at $246K in Q2 2023.
450 funds tracked by Wall St. Rank held Sonoco as of Q4 2024.

Based on Winthrop Advisory Group's 13F filing for Q4 2024, filed 13 Jan 2025.