Ameritas Investment Company’s Southern Company SO Stock Holding History

Ameritas Investment Company’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
2021 Q3	$413K	Buy	6,658 +1,690	+34%	+$109K	0.02%	465
2021 Q2	$832K	Sell	4,968 -7,967	-62%	-$510K	0.04%	314
2021 Q1	$804K	Buy	12,935 +6,228	+93%	+$373K	0.07%	263
2020 Q4	$407K	Buy	6,707 +1,939	+41%	+$117K	0.08%	254
2020 Q3	$247K	Hold	4,768	–	–	0.08%	274
2020 Q2	$247K	Sell	4,768 -561	-11%	-$31.2K	0.07%	280
2020 Q1	$287K	Buy	5,329 +380	+8%	+$24.1K	0.05%	279
2019 Q4	$315K	Sell	4,949 -65	-1%	-$4.03K	0.07%	251
2019 Q3	$310K	Buy	+5,014	New	+$291K	0.06%	258
2019 Q2	–	Sell	-3,726	Closed	-$193K	–	770
2019 Q1	$193K	Buy	+3,726	New	+$183K	0.04%	308

Other funds holding SO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ameritas Investment Company's SO Position: Q3 2021 in Review

Ameritas Investment Company increased its Southern Company (SO) stake by 34% in Q3 2021, buying an estimated $109K and bringing the position to 6,658 shares worth $413K. The position accounts for 0.02% of the portfolio, ranked #465.

Ameritas Investment Company first reported a position in SO in Q1 2019 and has held it in 10 quarters since. The position peaked at $832K in Q2 2021. 1,489 funds tracked by Wall St. Rank hold SO as of Q3 2021.

Ameritas Investment Company held 6,658 shares of Southern Company worth $413K as of Q3 2021.
Ameritas Investment Company bought 1,690 Southern Company shares in Q3 2021, an estimated $109K.
Southern Company made up 0.02% of Ameritas Investment Company's portfolio in Q3 2021, its #465 holding.
Ameritas Investment Company first reported a position in Southern Company in Q1 2019 and has held it in 10 quarters since.
Ameritas Investment Company's Southern Company position peaked at $832K in Q2 2021.
1,489 funds tracked by Wall St. Rank held Southern Company as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.