Howard Capital Management (New York)’s Southern Company SO Stock Holding History

Howard Capital Management (New York)’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	$534K	Hold	8,698	–	–	0.06%	63
2020 Q3	$472K	Hold	8,698	–	–	0.06%	63
2020 Q2	$451K	Buy	8,698 +92	+1%	+$5.11K	0.06%	76
2020 Q1	$466K	Buy	8,606 +78	+0.9%	+$4.94K	0.08%	68
2019 Q4	$543K	Buy	8,528 +81	+1%	+$5.02K	0.07%	77
2019 Q3	$522K	Buy	8,447 +83	+1%	+$4.81K	0.07%	78
2019 Q2	$462K	Buy	8,364 +92	+1%	+$4.93K	0.06%	83
2019 Q1	$427K	Buy	8,272 +95	+1%	+$4.66K	0.06%	83
2018 Q4	$359K	Buy	8,177 +98	+1%	+$4.46K	0.06%	85
2018 Q3	$352K	Buy	8,079 +105	+1%	+$4.84K	0.05%	90
2018 Q2	$369K	Buy	7,974 +103	+1%	+$4.61K	0.05%	86
2018 Q1	$352K	Buy	7,871 +29	+0.4%	+$1.29K	0.05%	88
2017 Q4	$377K	Buy	7,842 +84	+1%	+$4.28K	0.06%	87
2017 Q3	$381K	Buy	7,758 +88	+1%	+$4.27K	0.06%	86
2017 Q2	$367K	Buy	7,670 +83	+1%	+$4.16K	0.06%	87
2017 Q1	$378K	Buy	7,587 +79	+1%	+$3.9K	0.06%	82
2016 Q4	$369K	Buy	7,508 +86	+1%	+$4.22K	0.07%	78
2016 Q3	$381K	Buy	7,422 +76	+1%	+$4K	0.07%	78
2016 Q2	$394K	Buy	7,346 +79	+1%	+$3.97K	0.08%	74
2016 Q1	$376K	Buy	7,267 +77	+1%	+$3.75K	0.07%	75
2015 Q4	$336K	Buy	7,190 +82	+1%	+$3.72K	0.07%	77
2015 Q3	$318K	Buy	7,108 +85	+1%	+$3.73K	0.06%	79
2015 Q2	$294K	Buy	7,023 +84	+1%	+$3.66K	0.06%	81
2015 Q1	$307K	Buy	6,939 +76	+1%	+$3.61K	0.06%	81
2014 Q4	$337K	Buy	6,863 +70	+1%	+$3.31K	0.06%	81
2014 Q3	$296K	Buy	6,793 +76	+1%	+$3.34K	0.06%	84
2014 Q2	$305K	Buy	6,717 +76	+1%	+$3.36K	0.06%	85
2014 Q1	$292K	Buy	6,641 +74	+1%	+$3.1K	0.06%	85
2013 Q4	$270K	Buy	6,567 +77	+1%	+$3.18K	0.06%	87
2013 Q3	$267K	Sell	6,490 -3,926	-38%	-$169K	0.07%	77
2013 Q2	$460K	Buy	+10,416	New	+$479K	0.12%	66

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Howard Capital Management (New York)'s SO Position: Q4 2020 in Review

Howard Capital Management (New York) held its Southern Company (SO) position steady in Q4 2020 at 8,698 shares worth $534K. The position accounts for 0.06% of the portfolio, ranked #63.

Howard Capital Management (New York) first reported a position in SO in Q2 2013 and has held it in 31 quarters since. The position peaked at $543K in Q4 2019. 1,497 funds tracked by Wall St. Rank hold SO as of Q4 2020.

Howard Capital Management (New York) held 8,698 shares of Southern Company worth $534K as of Q4 2020.
Howard Capital Management (New York) left its Southern Company share count unchanged in Q4 2020.
Southern Company made up 0.06% of Howard Capital Management (New York)'s portfolio in Q4 2020, its #63 holding.
Howard Capital Management (New York) first reported a position in Southern Company in Q2 2013 and has held it in 31 quarters since.
Howard Capital Management (New York)'s Southern Company position peaked at $543K in Q4 2019.
1,497 funds tracked by Wall St. Rank held Southern Company as of Q4 2020.

Based on Howard Capital Management (New York)'s 13F filing for Q4 2020, filed 2 Feb 2021.