First Merchants Corp’s Southern Company SO Stock Holding History

First Merchants Corp’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 Q1	–	Sell	-3,250	Closed	-$207K	–	252
2019 Q4	$207K	Buy	+3,250	New	+$201K	0.02%	248
2017 Q4	–	Sell	-4,400	Closed	-$216K	–	219
2017 Q3	$216K	Buy	+4,400	New	+$213K	0.04%	208
2016 Q1	–	Sell	-4,466	Closed	-$209K	–	139
2015 Q4	$209K	Hold	4,466	–	–	0.07%	134
2015 Q3	$199K	Buy	+4,466	New	+$196K	0.07%	136
2015 Q2	–	Sell	-5,981	Closed	-$264K	–	146
2015 Q1	$264K	Sell	5,981 -2,250	-27%	-$107K	0.08%	136
2014 Q4	$404K	Sell	8,231 -186	-2%	-$8.78K	0.13%	117
2014 Q3	$367K	Sell	8,417 -249	-3%	-$10.9K	0.12%	122
2014 Q2	$393K	Hold	8,666	–	–	0.12%	120
2014 Q1	$381K	Sell	8,666 -1,700	-16%	-$71.3K	0.12%	119
2013 Q4	$426K	Sell	10,366 -1,034	-9%	-$42.7K	0.14%	112
2013 Q3	$469K	Sell	11,400 -100	-0.9%	-$4.31K	0.16%	108
2013 Q2	$508K	Buy	+11,500	New	+$529K	0.18%	105

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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