C
SO icon

Cerebellum’s Southern Company SO Stock Holding History

Cerebellum’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
2019
Q4 		– Sell
-7,568
Closed -$467K – 509
2019
Q3 		$467K Buy
7,568
+1,102
+17% +$63.9K 0.3% 14
2019
Q2 		$357K Hold
6,466
– – 0.29% 77
2019
Q1 		$334K Buy
6,466
+1,105
+21% +$54.2K 0.29% 117
2018
Q4 		$235K Buy
5,361
+1,191
+29% +$54.1K 0.16% 251
2018
Q3 		$182K Buy
+4,170
New +$192K 0.29% 191

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cerebellum's SO Position: Q4 2019 in Review

Cerebellum sold out of Southern Company (SO) in Q4 2019, closing a stake of 7,568 shares — an estimated $467K sold.

Cerebellum first reported a position in SO in Q3 2018 and held it in 5 quarters. The position peaked at $467K in Q3 2019. 1,445 funds tracked by Wall St. Rank hold SO as of Q4 2019.

  • Cerebellum reported no remaining Southern Company position as of Q4 2019 after selling out during the quarter.
  • Cerebellum sold 7,568 Southern Company shares in Q4 2019, an estimated $467K.
  • Cerebellum first reported a position in Southern Company in Q3 2018 and held it in 5 quarters.
  • Cerebellum's Southern Company position peaked at $467K in Q3 2019.
  • 1,445 funds tracked by Wall St. Rank held Southern Company as of Q4 2019.

Based on Cerebellum's 13F filing for Q4 2019, filed 16 Jan 2020.