Kaizen Advisory’s Southern Company SO Stock Holding History

Kaizen Advisory’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
2018 Q4	$124K	Buy	2,825 +541	+24%	+$24.6K	0.09%	196
2018 Q3	$100K	Hold	2,284	–	–	0.05%	231
2018 Q2	$106K	Buy	2,284 +1,307	+134%	+$58.5K	0.05%	221
2018 Q1	$44K	Hold	977	–	–	0.04%	215
2017 Q4	$47K	Buy	+977	New	+$49.8K	0.03%	206

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

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

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

Kaizen Advisory's SO Position: Q4 2018 in Review

Kaizen Advisory increased its Southern Company (SO) stake by 24% in Q4 2018, buying an estimated $24.6K and bringing the position to 2,825 shares worth $124K. The position accounts for 0.09% of the portfolio, ranked #196.

Kaizen Advisory first reported a position in SO in Q4 2017 and has held it in 5 quarters since. 1,213 funds tracked by Wall St. Rank hold SO as of Q4 2018.

Kaizen Advisory held 2,825 shares of Southern Company worth $124K as of Q4 2018.
Kaizen Advisory bought 541 Southern Company shares in Q4 2018, an estimated $24.6K.
Southern Company made up 0.09% of Kaizen Advisory's portfolio in Q4 2018, its #196 holding.
Kaizen Advisory first reported a position in Southern Company in Q4 2017 and has held it in 5 quarters since.
1,213 funds tracked by Wall St. Rank held Southern Company as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.