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Wintrust Investments’s Sonoco SON Stock Holding History

Wintrust Investments’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 		$28K Sell
585
-670
-53% -$34.6K 0.02% 340
2024
Q3 		$68K Sell
1,255
-6,245
-83% -$327K 0.05% 272
2024
Q2 		$380K Buy
7,500
+4,050
+117% +$234K 0.03% 336
2024
Q1 		$200K Buy
+3,450
New +$197K 0.02% 452

Other funds holding SON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
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
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wintrust Investments's SON Position: Q4 2024 in Review

Wintrust Investments reduced its Sonoco (SON) stake by 53% in Q4 2024, selling an estimated $34.6K and leaving 585 shares worth $28K. The position accounts for 0.02% of the portfolio, ranked #340.

Wintrust Investments first reported a position in SON in Q1 2024 and has held it in 4 quarters since. The position peaked at $380K in Q2 2024. 450 funds tracked by Wall St. Rank hold SON as of Q4 2024.

  • Wintrust Investments held 585 shares of Sonoco worth $28K as of Q4 2024.
  • Wintrust Investments sold 670 Sonoco shares in Q4 2024, an estimated $34.6K.
  • Sonoco made up 0.02% of Wintrust Investments's portfolio in Q4 2024, its #340 holding.
  • Wintrust Investments first reported a position in Sonoco in Q1 2024 and has held it in 4 quarters since.
  • Wintrust Investments's Sonoco position peaked at $380K in Q2 2024.
  • 450 funds tracked by Wall St. Rank held Sonoco as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.