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Zullo Investment Group’s Sonoco SON Stock Holding History

Zullo Investment 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
2023
Q1 		– Sell
-953
Closed -$57.9K – 616
2022
Q4 		$57.9K Hold
953
– – 0.04% 260
2022
Q3 		$54K Hold
953
– – 0.03% 264
2022
Q2 		$54K Sell
953
-23
-2% -$1.37K 0.03% 277
2022
Q1 		$61K Sell
976
-82
-8% -$4.75K 0.03% 281
2021
Q4 		$61K Buy
+1,058
New +$63.2K 0.03% 282

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
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Zullo Investment Group's SON Position: Q1 2023 in Review

Zullo Investment Group sold out of Sonoco (SON) in Q1 2023, closing a stake of 953 shares — an estimated $57.9K sold.

Zullo Investment Group first reported a position in SON in Q4 2021 and held it in 5 quarters. The position peaked at $61K in Q1 2022. 432 funds tracked by Wall St. Rank hold SON as of Q1 2023.

  • Zullo Investment Group reported no remaining Sonoco position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 953 Sonoco shares in Q1 2023, an estimated $57.9K.
  • Zullo Investment Group first reported a position in Sonoco in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Sonoco position peaked at $61K in Q1 2022.
  • 432 funds tracked by Wall St. Rank held Sonoco as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.