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Maverick Capital’s Southern Company SO Stock Holding History

Maverick Capital’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 		– Sell
-3,464
Closed -$243K – 534
2023
Q4 		$243K Sell
3,464
-8,740
-72% -$600K ﹤0.01% 312
2023
Q3 		$790K Buy
+12,204
New +$847K 0.02% 140
2021
Q4 		– Sell
-16,772
Closed -$1.04M – 595
2021
Q3 		$1.04M Buy
16,772
+3,044
+22% +$196K 0.01% 300
2021
Q2 		$831K Buy
+13,728
New +$878K 0.01% 336
2021
Q1 		– Sell
-18,436
Closed -$1.13M – 850
2020
Q4 		$1.13M Buy
+18,436
New +$1.11M 0.02% 217
2020
Q3 		– Sell
-40,099
Closed -$2.08M – 694
2020
Q2 		$2.08M Buy
+40,099
New +$2.23M 0.04% 171

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Maverick Capital's SO Position: Q1 2024 in Review

Maverick Capital sold out of Southern Company (SO) in Q1 2024, closing a stake of 3,464 shares — an estimated $243K sold.

Maverick Capital first reported a position in SO in Q2 2020 and held it in 6 quarters. The position peaked at $2.08M in Q2 2020. 1,823 funds tracked by Wall St. Rank hold SO as of Q1 2024.

  • Maverick Capital reported no remaining Southern Company position as of Q1 2024 after selling out during the quarter.
  • Maverick Capital sold 3,464 Southern Company shares in Q1 2024, an estimated $243K.
  • Maverick Capital first reported a position in Southern Company in Q2 2020 and held it in 6 quarters.
  • Maverick Capital's Southern Company position peaked at $2.08M in Q2 2020.
  • 1,823 funds tracked by Wall St. Rank held Southern Company as of Q1 2024.

Based on Maverick Capital's 13F filing for Q1 2024, filed 15 May 2024.