Lynwood Capital Management’s Southern Company SO Stock Holding History

Lynwood Capital Management’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
2024 Q1	$71.7K	Buy	+1,000	New	+$69K	0.43%	29

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Lynwood Capital Management's SO Position: Q1 2024 in Review

Lynwood Capital Management opened a new position in Southern Company (SO) in Q1 2024: 1,000 shares worth $71.7K. The stake represents 0.43% of the portfolio and ranks #29 among its holdings.

1,823 funds tracked by Wall St. Rank hold SO as of Q1 2024.

Lynwood Capital Management held 1,000 shares of Southern Company worth $71.7K as of Q1 2024.
Southern Company was a new Lynwood Capital Management position in Q1 2024.
Southern Company made up 0.43% of Lynwood Capital Management's portfolio in Q1 2024, its #29 holding.
1,823 funds tracked by Wall St. Rank held Southern Company as of Q1 2024.

Based on Lynwood Capital Management's 13F filing for Q1 2024, filed 10 May 2024.