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Livforsakringsbolaget Skandia’s Southern Company SO Stock Holding History

Livforsakringsbolaget Skandia’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
Q2 		– Sell
-11,476
Closed -$621K – 690
2020
Q1 		$621K Sell
11,476
-7,500
-40% -$475K 0.09% 192
2019
Q4 		$1.21M Sell
18,976
-3,800
-17% -$235K 0.14% 144
2019
Q3 		$1.41M Hold
22,776
– – 0.17% 132
2019
Q2 		$1.26M Buy
22,776
+1,600
+8% +$85.7K 0.15% 134
2019
Q1 		$1.09M Buy
21,176
+1,100
+5% +$53.9K 0.14% 148
2018
Q4 		$882K Hold
20,076
– – 0.13% 152
2018
Q3 		$875K Sell
20,076
-11,300
-36% -$521K 0.1% 183
2018
Q2 		$1.45M Buy
31,376
+2,900
+10% +$130K 0.13% 163
2018
Q1 		$1.27M Hold
28,476
– – 0.12% 171
2017
Q4 		$1.37M Sell
28,476
-4,400
-13% -$224K 0.13% 158
2017
Q3 		$1.62M Hold
32,876
– – 0.14% 145
2017
Q2 		$1.57M Hold
32,876
– – 0.14% 148
2017
Q1 		$1.64M Sell
32,876
-35,600
-52% -$1.76M 0.15% 146
2016
Q4 		$3.37K Buy
68,476
+4,976
+8% +$244K 0.17% 124
2016
Q3 		$1.79M Sell
63,500
-30,776
-33% -$1.62M 0.09% 308
2016
Q2 		$5.06M Hold
94,276
– – 0.22% 93
2016
Q1 		$4.88M Hold
94,276
– – 0.23% 97
2015
Q4 		$4.41M Buy
94,276
+10,600
+13% +$481K 0.21% 110
2015
Q3 		$3.74M Hold
83,676
– – 0.2% 110
2015
Q2 		$3.51M Hold
83,676
– – 0.17% 126
2015
Q1 		$3.71M Sell
83,676
-20,400
-20% -$969K 0.18% 117
2014
Q4 		$5.11M Sell
104,076
-24,400
-19% -$1.15M 0.24% 94
2014
Q3 		$5.61M Hold
128,476
– – 0.21% 110
2014
Q2 		$5.83M Hold
128,476
– – 0.21% 115
2014
Q1 		$5.64M Buy
+128,476
New +$5.38M 0.21% 110

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 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

Livforsakringsbolaget Skandia's SO Position: Q2 2020 in Review

Livforsakringsbolaget Skandia sold out of Southern Company (SO) in Q2 2020, closing a stake of 11,476 shares — an estimated $621K sold.

Livforsakringsbolaget Skandia first reported a position in SO in Q1 2014 and held it in 25 quarters. The position peaked at $5.83M in Q2 2014. 1,367 funds tracked by Wall St. Rank hold SO as of Q2 2020.

  • Livforsakringsbolaget Skandia reported no remaining Southern Company position as of Q2 2020 after selling out during the quarter.
  • Livforsakringsbolaget Skandia sold 11,476 Southern Company shares in Q2 2020, an estimated $621K.
  • Livforsakringsbolaget Skandia first reported a position in Southern Company in Q1 2014 and held it in 25 quarters.
  • Livforsakringsbolaget Skandia's Southern Company position peaked at $5.83M in Q2 2014.
  • 1,367 funds tracked by Wall St. Rank held Southern Company as of Q2 2020.

Based on Livforsakringsbolaget Skandia's 13F filing for Q2 2020, filed 8 Jul 2020.