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Epstein & White Financial’s Southern Company SO Stock Holding History

Epstein & White Financial’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
-5,105
Closed -$284K – 82
2020
Q1 		$284K Sell
5,105
-1,827
-26% -$116K 0.12% 53
2019
Q4 		$439K Buy
+6,932
New +$430K 0.19% 42
2019
Q2 		– Sell
-4,184
Closed -$224K – 88
2019
Q1 		$224K Sell
4,184
-911
-18% -$44.7K 0.13% 71
2018
Q4 		$215K Sell
5,095
-836
-14% -$38K 0.13% 74
2018
Q3 		$259K Sell
5,931
-2,808
-32% -$129K 0.17% 70
2018
Q2 		$389K Sell
8,739
-996
-10% -$44.6K 0.29% 58
2018
Q1 		$422K Buy
9,735
+3,910
+67% +$174K 0.27% 65
2017
Q4 		$271K Buy
+5,825
New +$297K 0.16% 85

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Epstein & White Financial's SO Position: Q2 2020 in Review

Epstein & White Financial sold out of Southern Company (SO) in Q2 2020, closing a stake of 5,105 shares — an estimated $284K sold.

Epstein & White Financial first reported a position in SO in Q4 2017 and held it in 8 quarters. The position peaked at $439K in Q4 2019. 1,367 funds tracked by Wall St. Rank hold SO as of Q2 2020.

  • Epstein & White Financial reported no remaining Southern Company position as of Q2 2020 after selling out during the quarter.
  • Epstein & White Financial sold 5,105 Southern Company shares in Q2 2020, an estimated $284K.
  • Epstein & White Financial first reported a position in Southern Company in Q4 2017 and held it in 8 quarters.
  • Epstein & White Financial's Southern Company position peaked at $439K in Q4 2019.
  • 1,367 funds tracked by Wall St. Rank held Southern Company as of Q2 2020.

Based on Epstein & White Financial's 13F filing for Q2 2020, filed 22 Jul 2020.