AIM
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AIA Investment Management’s Southern Company SO Stock Holding History

AIA Investment Management’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$412K Buy
7,604
+5,409
+246% +$289K 0.09% 115
2020
Q2 		$114K Sell
2,195
-1,680
-43% -$93.4K 0.03% 157
2020
Q1 		$210K Hold
3,875
– – 0.04% 97
2019
Q4 		$247K Buy
3,875
+1,566
+68% +$97K 0.31% 47
2019
Q3 		$143K Buy
+2,309
New +$134K 0.14% 85

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

AIA Investment Management's SO Position: Q3 2020 in Review

AIA Investment Management increased its Southern Company (SO) stake by 246% in Q3 2020, buying an estimated $289K and bringing the position to 7,604 shares worth $412K. The position accounts for 0.09% of the portfolio, ranked #115.

AIA Investment Management first reported a position in SO in Q3 2019 and has held it in 5 quarters since. 1,360 funds tracked by Wall St. Rank hold SO as of Q3 2020.

  • AIA Investment Management held 7,604 shares of Southern Company worth $412K as of Q3 2020.
  • AIA Investment Management bought 5,409 Southern Company shares in Q3 2020, an estimated $289K.
  • Southern Company made up 0.09% of AIA Investment Management's portfolio in Q3 2020, its #115 holding.
  • AIA Investment Management first reported a position in Southern Company in Q3 2019 and has held it in 5 quarters since.
  • 1,360 funds tracked by Wall St. Rank held Southern Company as of Q3 2020.

Based on AIA Investment Management's 13F filing for Q3 2020, filed 16 Nov 2020.