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Horan Capital Advisors’s Southern Company SO Stock Holding History

Horan Capital Advisors’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
Q4 		– Sell
-350
Closed -$19K – 247
2020
Q3 		$19K Buy
+350
New +$18.7K 0.01% 218
2020
Q1 		– Sell
-350
Closed -$22K – 226
2019
Q4 		$22K Hold
350
– – 0.01% 193
2019
Q3 		$22K Buy
+350
New +$20.3K 0.01% 196
2019
Q2 		– Sell
-350
Closed -$18K – 215
2019
Q1 		$18K Buy
+350
New +$17.2K 0.01% 200

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
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

Horan Capital Advisors's SO Position: Q4 2020 in Review

Horan Capital Advisors sold out of Southern Company (SO) in Q4 2020, closing a stake of 350 shares — an estimated $19K sold.

Horan Capital Advisors first reported a position in SO in Q1 2019 and held it in 4 quarters. The position peaked at $22K in Q4 2019. 1,497 funds tracked by Wall St. Rank hold SO as of Q4 2020.

  • Horan Capital Advisors reported no remaining Southern Company position as of Q4 2020 after selling out during the quarter.
  • Horan Capital Advisors sold 350 Southern Company shares in Q4 2020, an estimated $19K.
  • Horan Capital Advisors first reported a position in Southern Company in Q1 2019 and held it in 4 quarters.
  • Horan Capital Advisors's Southern Company position peaked at $22K in Q4 2019.
  • 1,497 funds tracked by Wall St. Rank held Southern Company as of Q4 2020.

Based on Horan Capital Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.