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Madison Investment Holdings’s Southern Company SO Stock Holding History

Madison Investment Holdings’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 		– Sell
-8,300
Closed -$362K – 256
2018
Q3 		$362K Hold
8,300
– – 0.01% 242
2018
Q2 		$384K Hold
8,300
– – 0.01% 240
2018
Q1 		$371K Sell
8,300
-1,090
-12% -$48.4K 0.01% 229
2017
Q4 		$452K Hold
9,390
– – 0.01% 229
2017
Q3 		$461K Hold
9,390
– – 0.01% 232
2017
Q2 		$450K Buy
+9,390
New +$471K 0.01% 225

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 $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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 $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Madison Investment Holdings's SO Position: Q4 2018 in Review

Madison Investment Holdings sold out of Southern Company (SO) in Q4 2018, closing a stake of 8,300 shares — an estimated $362K sold.

Madison Investment Holdings first reported a position in SO in Q2 2017 and held it in 6 quarters. The position peaked at $461K in Q3 2017. 1,213 funds tracked by Wall St. Rank hold SO as of Q4 2018.

  • Madison Investment Holdings reported no remaining Southern Company position as of Q4 2018 after selling out during the quarter.
  • Madison Investment Holdings sold 8,300 Southern Company shares in Q4 2018, an estimated $362K.
  • Madison Investment Holdings first reported a position in Southern Company in Q2 2017 and held it in 6 quarters.
  • Madison Investment Holdings's Southern Company position peaked at $461K in Q3 2017.
  • 1,213 funds tracked by Wall St. Rank held Southern Company as of Q4 2018.

Based on Madison Investment Holdings's 13F filing for Q4 2018, filed 8 Feb 2019.