Echo Street Capital Management’s Southern Company SO Stock Holding History

Echo Street Capital 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
2023 Q3	–	Sell	-3,245	Closed	-$228K	–	567
2023 Q2	$228K	Buy	+3,245	New	+$233K	﹤0.01%	422
2022 Q2	–	Sell	-3,191	Closed	-$231K	–	699
2022 Q1	$231K	Buy	+3,191	New	+$216K	﹤0.01%	548
2021 Q3	–	Sell	-17,873	Closed	-$1.08M	–	743
2021 Q2	$1.08M	Buy	17,873 +9,146	+105%	+$585K	0.01%	198
2021 Q1	$542K	Buy	+8,727	New	+$523K	﹤0.01%	278

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

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

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

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Echo Street Capital Management's SO Position: Q3 2023 in Review

Echo Street Capital Management sold out of Southern Company (SO) in Q3 2023, closing a stake of 3,245 shares — an estimated $228K sold.

Echo Street Capital Management first reported a position in SO in Q1 2021 and held it in 4 quarters. The position peaked at $1.08M in Q2 2021. 1,709 funds tracked by Wall St. Rank hold SO as of Q3 2023.

Echo Street Capital Management reported no remaining Southern Company position as of Q3 2023 after selling out during the quarter.
Echo Street Capital Management sold 3,245 Southern Company shares in Q3 2023, an estimated $228K.
Echo Street Capital Management first reported a position in Southern Company in Q1 2021 and held it in 4 quarters.
Echo Street Capital Management's Southern Company position peaked at $1.08M in Q2 2021.
1,709 funds tracked by Wall St. Rank held Southern Company as of Q3 2023.

Based on Echo Street Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.