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Itau Unibanco Holding S.A.’s Southern Company SO Stock Holding History

Itau Unibanco Holding S.A.’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
-509
Closed -$32K – 814
2019
Q4 		$32K Buy
+509
New +$31.5K ﹤0.01% 774
2016
Q4 		– Sell
-720
Closed -$37K – 526
2016
Q3 		$37K Buy
+720
New +$37.9K ﹤0.01% 229

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Itau Unibanco Holding S.A.'s SO Position: Q1 2020 in Review

Itau Unibanco Holding S.A. sold out of Southern Company (SO) in Q1 2020, closing a stake of 509 shares — an estimated $32K sold.

Itau Unibanco Holding S.A. first reported a position in SO in Q3 2016 and held it in 2 quarters. The position peaked at $37K in Q3 2016. 1,364 funds tracked by Wall St. Rank hold SO as of Q1 2020.

  • Itau Unibanco Holding S.A. reported no remaining Southern Company position as of Q1 2020 after selling out during the quarter.
  • Itau Unibanco Holding S.A. sold 509 Southern Company shares in Q1 2020, an estimated $32K.
  • Itau Unibanco Holding S.A. first reported a position in Southern Company in Q3 2016 and held it in 2 quarters.
  • Itau Unibanco Holding S.A.'s Southern Company position peaked at $37K in Q3 2016.
  • 1,364 funds tracked by Wall St. Rank held Southern Company as of Q1 2020.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q1 2020, filed 15 May 2020.