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Lion Street Advisors’s Southern Company SO Stock Holding History

Lion Street Advisors’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 		– Sell
-525
Closed -$31.8K – 177
2021
Q2 		$31.8K Buy
+525
New +$33.6K 1.15% 22
2020
Q2 		– Sell
-133
Closed -$7K – 354
2020
Q1 		$7K Buy
+133
New +$8.43K 0.04% 212

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lion Street Advisors's SO Position: Q3 2021 in Review

Lion Street Advisors sold out of Southern Company (SO) in Q3 2021, closing a stake of 525 shares — an estimated $31.8K sold.

Lion Street Advisors first reported a position in SO in Q1 2020 and held it in 2 quarters. The position peaked at $31.8K in Q2 2021. 1,488 funds tracked by Wall St. Rank hold SO as of Q3 2021.

  • Lion Street Advisors reported no remaining Southern Company position as of Q3 2021 after selling out during the quarter.
  • Lion Street Advisors sold 525 Southern Company shares in Q3 2021, an estimated $31.8K.
  • Lion Street Advisors first reported a position in Southern Company in Q1 2020 and held it in 2 quarters.
  • Lion Street Advisors's Southern Company position peaked at $31.8K in Q2 2021.
  • 1,488 funds tracked by Wall St. Rank held Southern Company as of Q3 2021.

Based on Lion Street Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.