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Guardian Life Insurance’s Southern Company SO Stock Holding History

Guardian Life Insurance’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
-3,088
Closed -$197K – 399
2019
Q4 		$197K Buy
3,088
+29
+0.9% +$1.8K 0.05% 100
2019
Q3 		$189K Buy
3,059
+63
+2% +$3.65K 0.03% 109
2019
Q2 		$166K Buy
2,996
+13
+0.4% +$696 0.02% 118
2019
Q1 		$154K Buy
2,983
+111
+4% +$5.44K 0.02% 122
2018
Q4 		$126K Buy
2,872
+11
+0.4% +$500 0.02% 129
2018
Q3 		$125K Buy
2,861
+66
+2% +$3.04K 0.02% 149
2018
Q2 		$129K Buy
2,795
+481
+21% +$21.5K 0.02% 133
2018
Q1 		$103K Sell
2,314
-925
-29% -$41.1K 0.02% 137
2017
Q4 		$156K Buy
3,239
+966
+42% +$49.2K 0.03% 137
2017
Q3 		$112K Buy
2,273
+23
+1% +$1.11K 0.02% 126
2017
Q2 		$108K Sell
2,250
-1,578
-41% -$79.1K 0.02% 121
2017
Q1 		$191K Buy
3,828
+73
+2% +$3.61K 0.03% 118
2016
Q4 		$185K Buy
3,755
+246
+7% +$12.1K 0.03% 126
2016
Q3 		$180K Buy
3,509
+86
+3% +$4.53K 0.02% 152
2016
Q2 		$184K Buy
3,423
+61
+2% +$3.07K 0.01% 173
2016
Q1 		$174K Sell
3,362
-951
-22% -$46.3K 0.02% 169
2015
Q4 		$202K Sell
4,313
-998
-19% -$45.2K 0.02% 172
2015
Q3 		$237K Buy
5,311
+1,332
+33% +$58.4K 0.02% 173
2015
Q2 		$167K Hold
3,979
– – 0.01% 197
2015
Q1 		$176K Sell
3,979
-1,149
-22% -$54.6K 0.02% 191
2014
Q4 		$252K Buy
5,128
+34
+0.7% +$1.61K 0.03% 181
2014
Q3 		$222K Buy
5,094
+57
+1% +$2.5K 0.02% 187
2014
Q2 		$229K Buy
5,037
+74
+1% +$3.27K 0.02% 177
2014
Q1 		$218K Buy
4,963
+31
+0.6% +$1.3K 0.02% 187
2013
Q4 		$203K Sell
4,932
-5,569
-53% -$230K 0.02% 196
2013
Q3 		$432K Buy
10,501
+46
+0.4% +$1.98K 0.04% 178
2013
Q2 		$461K Buy
+10,455
New +$481K 0.04% 168

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 $3.38T AUM 44.17% 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
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Guardian Life Insurance's SO Position: Q1 2020 in Review

Guardian Life Insurance sold out of Southern Company (SO) in Q1 2020, closing a stake of 3,088 shares — an estimated $197K sold.

Guardian Life Insurance first reported a position in SO in Q2 2013 and held it in 27 quarters. The position peaked at $461K in Q2 2013. 1,362 funds tracked by Wall St. Rank hold SO as of Q1 2020.

  • Guardian Life Insurance reported no remaining Southern Company position as of Q1 2020 after selling out during the quarter.
  • Guardian Life Insurance sold 3,088 Southern Company shares in Q1 2020, an estimated $197K.
  • Guardian Life Insurance first reported a position in Southern Company in Q2 2013 and held it in 27 quarters.
  • Guardian Life Insurance's Southern Company position peaked at $461K in Q2 2013.
  • 1,362 funds tracked by Wall St. Rank held Southern Company as of Q1 2020.

Based on Guardian Life Insurance's 13F filing for Q1 2020.