EH
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Employers Holdings’s Southern Company SO Stock Holding History

Employers Holdings’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
Q1 		$723K Hold
11,635
– – 0.43% 74
2020
Q4 		$715K Hold
11,635
– – 0.43% 70
2020
Q3 		$631K Sell
11,635
-2,785
-19% -$149K 0.43% 76
2020
Q2 		$748K Buy
14,420
+1,130
+9% +$62.8K 0.42% 68
2020
Q1 		$720K Sell
13,290
-2,145
-14% -$136K 0.5% 58
2019
Q4 		$983K Hold
15,435
– – 0.52% 61
2019
Q3 		$953K Buy
+15,435
New +$895K 0.49% 60

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

Employers Holdings's SO Position: Q1 2021 in Review

Employers Holdings held its Southern Company (SO) position steady in Q1 2021 at 11,635 shares worth $723K. The position accounts for 0.43% of the portfolio, ranked #74.

Employers Holdings first reported a position in SO in Q3 2019 and has held it in 7 quarters since. The position peaked at $983K in Q4 2019. 1,487 funds tracked by Wall St. Rank hold SO as of Q1 2021.

  • Employers Holdings held 11,635 shares of Southern Company worth $723K as of Q1 2021.
  • Employers Holdings left its Southern Company share count unchanged in Q1 2021.
  • Southern Company made up 0.43% of Employers Holdings's portfolio in Q1 2021, its #74 holding.
  • Employers Holdings first reported a position in Southern Company in Q3 2019 and has held it in 7 quarters since.
  • Employers Holdings's Southern Company position peaked at $983K in Q4 2019.
  • 1,487 funds tracked by Wall St. Rank held Southern Company as of Q1 2021.

Based on Employers Holdings's 13F filing for Q1 2021, filed 30 Apr 2021.