Hayden Royal’s Southern Company SO Stock Holding History

Hayden Royal’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
2019 Q2	–	Sell	-7,820	Closed	-$404K	–	168
2019 Q1	$404K	Sell	7,820 -42,202	-84%	-$2.07M	0.53%	65
2018 Q4	$2.2M	Buy	+50,022	New	+$2.27M	1.12%	22

Other funds holding SO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Hayden Royal's SO Position: Q2 2019 in Review

Hayden Royal sold out of Southern Company (SO) in Q2 2019, closing a stake of 7,820 shares — an estimated $404K sold.

Hayden Royal first reported a position in SO in Q4 2018 and held it in 2 quarters. The position peaked at $2.2M in Q4 2018. 1,273 funds tracked by Wall St. Rank hold SO as of Q2 2019.

Hayden Royal reported no remaining Southern Company position as of Q2 2019 after selling out during the quarter.
Hayden Royal sold 7,820 Southern Company shares in Q2 2019, an estimated $404K.
Hayden Royal first reported a position in Southern Company in Q4 2018 and held it in 2 quarters.
Hayden Royal's Southern Company position peaked at $2.2M in Q4 2018.
1,273 funds tracked by Wall St. Rank held Southern Company as of Q2 2019.

Based on Hayden Royal's 13F filing for Q2 2019, filed 1 Aug 2019.