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Aperio Group’s Southern Company SO Stock Holding History

Aperio Group’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
Q4 		$34.9M Buy
567,388
+1,289
+0.2% +$77.5K 0.1% 193
2020
Q3 		$30.7M Sell
566,099
-29,785
-5% -$1.59M 0.1% 189
2020
Q2 		$30.9M Sell
595,884
-89,948
-13% -$5M 0.11% 176
2020
Q1 		$37.1M Buy
685,832
+54,756
+9% +$3.47M 0.16% 123
2019
Q4 		$40.2M Buy
631,076
+51,494
+9% +$3.19M 0.14% 159
2019
Q3 		$35.8M Buy
579,582
+54,165
+10% +$3.14M 0.14% 160
2019
Q2 		$29M Buy
525,417
+21,553
+4% +$1.15M 0.12% 189
2019
Q1 		$26M Buy
503,864
+12,441
+3% +$610K 0.11% 204
2018
Q4 		$21.6M Buy
491,423
+3,758
+0.8% +$171K 0.11% 215
2018
Q3 		$21.3M Sell
487,665
-32,479
-6% -$1.5M 0.09% 243
2018
Q2 		$24.1M Sell
520,144
-1,802
-0.3% -$80.7K 0.12% 198
2018
Q1 		$23.3M Buy
521,946
+32,547
+7% +$1.44M 0.12% 205
2017
Q4 		$23.5M Buy
489,399
+18,846
+4% +$960K 0.12% 203
2017
Q3 		$23.1M Sell
470,553
-140,708
-23% -$6.82M 0.13% 182
2017
Q2 		$29.3M Buy
611,261
+64,260
+12% +$3.22M 0.18% 125
2017
Q1 		$27.2M Buy
547,001
+126,907
+30% +$6.27M 0.19% 122
2016
Q4 		$20.7M Sell
420,094
-56,401
-12% -$2.77M 0.16% 146
2016
Q3 		$24.4M Buy
476,495
+39,024
+9% +$2.06M 0.18% 128
2016
Q2 		$23.5M Sell
437,471
-14,816
-3% -$745K 0.18% 125
2016
Q1 		$23.4M Buy
452,287
+90,321
+25% +$4.4M 0.2% 117
2015
Q4 		$16.9M Buy
361,966
+57,973
+19% +$2.63M 0.16% 162
2015
Q3 		$13.6M Buy
303,993
+41,136
+16% +$1.8M 0.14% 176
2015
Q2 		$11M Sell
262,857
-362
-0.1% -$15.8K 0.11% 222
2015
Q1 		$11.7M Buy
263,219
+2,337
+0.9% +$111K 0.13% 191
2014
Q4 		$12.8M Buy
260,882
+15,269
+6% +$721K 0.16% 153
2014
Q3 		$10.7M Buy
245,613
+16,612
+7% +$730K 0.14% 176
2014
Q2 		$10.4M Buy
229,001
+4,565
+2% +$202K 0.15% 175
2014
Q1 		$9.86M Buy
+224,436
New +$9.41M 0.14% 176
2013
Q4 		– Sell
-172,795
Closed -$7.13M – 219
2013
Q3 		$7.12M Buy
172,795
+19,248
+13% +$829K 0.14% 174
2013
Q2 		$6.78M Buy
+153,547
New +$7.06M 0.16% 140

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Aperio Group's SO Position: Q4 2020 in Review

Aperio Group increased its Southern Company (SO) stake by 0.23% in Q4 2020, buying an estimated $77.5K and bringing the position to 567,388 shares worth $34.9M. The position accounts for 0.1% of the portfolio, ranked #193.

Aperio Group first reported a position in SO in Q2 2013 and has held it in 30 quarters since. The position peaked at $40.2M in Q4 2019. 1,497 funds tracked by Wall St. Rank hold SO as of Q4 2020.

  • Aperio Group held 567,388 shares of Southern Company worth $34.9M as of Q4 2020.
  • Aperio Group bought 1,289 Southern Company shares in Q4 2020, an estimated $77.5K.
  • Southern Company made up 0.1% of Aperio Group's portfolio in Q4 2020, its #193 holding.
  • Aperio Group first reported a position in Southern Company in Q2 2013 and has held it in 30 quarters since.
  • Aperio Group's Southern Company position peaked at $40.2M in Q4 2019.
  • 1,497 funds tracked by Wall St. Rank held Southern Company as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.