Amica Mutual Insurance’s Southern Company SO Stock Holding History

Amica Mutual Insurance’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 Q2	–	Sell	-22,755	Closed	-$1.23M	–	214
2020 Q1	$1.23M	Hold	22,755	–	–	0.17%	154
2019 Q4	$1.45M	Hold	22,755	–	–	0.19%	149
2019 Q3	$1.41M	Hold	22,755	–	–	0.18%	156
2019 Q2	$1.26M	Hold	22,755	–	–	0.16%	160
2019 Q1	$1.18M	Hold	22,755	–	–	0.15%	189
2018 Q4	$999K	Hold	22,755	–	–	0.13%	200
2018 Q3	$992K	Hold	22,755	–	–	0.1%	204
2018 Q2	$1.05M	Hold	22,755	–	–	0.13%	197
2018 Q1	$1.02M	Hold	22,755	–	–	0.13%	199
2017 Q4	$1.09M	Sell	22,755 -47,535	-68%	-$2.42M	0.11%	211
2017 Q3	$3.45M	Hold	70,290	–	–	0.31%	90
2017 Q2	$3.37M	Buy	70,290 +18,820	+37%	+$944K	0.31%	104
2017 Q1	$2.56M	Hold	51,470	–	–	0.23%	130
2016 Q4	$2.53M	Buy	+51,470	New	+$2.53M	0.23%	134
2016 Q1	–	Sell	-82,458	Closed	-$3.86M	–	432
2015 Q4	$3.86M	Hold	82,458	–	–	0.35%	77
2015 Q3	$3.69M	Hold	82,458	–	–	0.35%	77
2015 Q2	$3.46M	Hold	82,458	–	–	0.3%	102
2015 Q1	$3.65M	Hold	82,458	–	–	0.3%	101
2014 Q4	$4.05M	Hold	82,458	–	–	0.32%	102
2014 Q3	$3.6M	Hold	82,458	–	–	0.29%	112
2014 Q2	$3.74M	Hold	82,458	–	–	0.29%	109
2014 Q1	$3.62M	Hold	82,458	–	–	0.29%	106
2013 Q4	$3.39M	Hold	82,458	–	–	0.27%	110
2013 Q3	$3.4M	Hold	82,458	–	–	0.29%	102
2013 Q2	$3.64M	Buy	+82,458	New	+$3.79M	0.32%	97

Other funds holding SO

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Amica Mutual Insurance's SO Position: Q2 2020 in Review

Amica Mutual Insurance sold out of Southern Company (SO) in Q2 2020, closing a stake of 22,755 shares — an estimated $1.23M sold.

Amica Mutual Insurance first reported a position in SO in Q2 2013 and held it in 25 quarters. The position peaked at $4.05M in Q4 2014. 1,368 funds tracked by Wall St. Rank hold SO as of Q2 2020.

Amica Mutual Insurance reported no remaining Southern Company position as of Q2 2020 after selling out during the quarter.
Amica Mutual Insurance sold 22,755 Southern Company shares in Q2 2020, an estimated $1.23M.
Amica Mutual Insurance first reported a position in Southern Company in Q2 2013 and held it in 25 quarters.
Amica Mutual Insurance's Southern Company position peaked at $4.05M in Q4 2014.
1,368 funds tracked by Wall St. Rank held Southern Company as of Q2 2020.

Based on Amica Mutual Insurance's 13F filing for Q2 2020, filed 12 Aug 2020.