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Horizon Investment Services’s Southern Company SO Stock Holding History

Horizon Investment Services’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
-9,868
Closed -$535K – 112
2020
Q3 		$535K Sell
9,868
-776
-7% -$41.5K 0.36% 60
2020
Q2 		$552K Buy
10,644
+343
+3% +$19.1K 0.38% 62
2020
Q1 		$558K Buy
10,301
+1,558
+18% +$98.7K 0.5% 54
2019
Q4 		$557K Buy
+8,743
New +$542K 0.37% 65

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

Horizon Investment Services's SO Position: Q4 2020 in Review

Horizon Investment Services sold out of Southern Company (SO) in Q4 2020, closing a stake of 9,868 shares — an estimated $535K sold.

Horizon Investment Services first reported a position in SO in Q4 2019 and held it in 4 quarters. The position peaked at $558K in Q1 2020. 1,497 funds tracked by Wall St. Rank hold SO as of Q4 2020.

  • Horizon Investment Services reported no remaining Southern Company position as of Q4 2020 after selling out during the quarter.
  • Horizon Investment Services sold 9,868 Southern Company shares in Q4 2020, an estimated $535K.
  • Horizon Investment Services first reported a position in Southern Company in Q4 2019 and held it in 4 quarters.
  • Horizon Investment Services's Southern Company position peaked at $558K in Q1 2020.
  • 1,497 funds tracked by Wall St. Rank held Southern Company as of Q4 2020.

Based on Horizon Investment Services's 13F filing for Q4 2020, filed 11 Feb 2021.