Landsberg Bennett & Dubbaneh’s Southern Company SO Stock Holding History

Landsberg Bennett & Dubbaneh’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
2021 Q3	$289K	Buy	4,684 +76	+2%	+$4.89K	0.04%	240
2021 Q2	$279K	Buy	4,608 +39	+0.9%	+$2.49K	0.04%	238
2021 Q1	$285K	Buy	4,569 +307	+7%	+$18.4K	0.04%	222
2020 Q4	$262K	Buy	4,262 +38	+0.9%	+$2.29K	0.04%	192
2020 Q3	$227K	Buy	4,224 +44	+1%	+$2.35K	0.04%	189
2020 Q2	$216K	Buy	4,180 +40	+1%	+$2.22K	0.04%	179
2020 Q1	$217K	Buy	4,140 +34	+0.8%	+$2.15K	0.06%	142
2019 Q4	$260K	Buy	4,106 +35	+0.9%	+$2.17K	0.06%	219
2019 Q3	$251K	Buy	4,071 +37	+0.9%	+$2.15K	0.07%	185
2019 Q2	$221K	Buy	4,034 +40	+1%	+$2.14K	0.06%	209
2019 Q1	$206K	Buy	+3,994	New	+$196K	0.05%	200

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Landsberg Bennett & Dubbaneh's SO Position: Q3 2021 in Review

Landsberg Bennett & Dubbaneh increased its Southern Company (SO) stake by 1.6% in Q3 2021, buying an estimated $4.89K and bringing the position to 4,684 shares worth $289K. The position accounts for 0.04% of the portfolio, ranked #240.

Landsberg Bennett & Dubbaneh first reported a position in SO in Q1 2019 and has held it in 11 quarters since. 1,489 funds tracked by Wall St. Rank hold SO as of Q3 2021.

Landsberg Bennett & Dubbaneh held 4,684 shares of Southern Company worth $289K as of Q3 2021.
Landsberg Bennett & Dubbaneh bought 76 Southern Company shares in Q3 2021, an estimated $4.89K.
Southern Company made up 0.04% of Landsberg Bennett & Dubbaneh's portfolio in Q3 2021, its #240 holding.
Landsberg Bennett & Dubbaneh first reported a position in Southern Company in Q1 2019 and has held it in 11 quarters since.
1,489 funds tracked by Wall St. Rank held Southern Company as of Q3 2021.

Based on Landsberg Bennett & Dubbaneh's 13F filing for Q3 2021, filed 29 Oct 2021.