McDonald Partners’s Southern Company SO Stock Holding History

McDonald Partners’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
2022 Q1	–	Sell	-75	Closed	-$5.14K	–	622
2021 Q4	$5.14K	Buy	+75	New	+$4.78K	﹤0.01%	246

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

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

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

McDonald Partners's SO Position: Q1 2022 in Review

McDonald Partners sold out of Southern Company (SO) in Q1 2022, closing a stake of 75 shares — an estimated $5.14K sold.

McDonald Partners first reported a position in SO in Q4 2021 and held it in 1 quarter. The position peaked at $5.14K in Q4 2021. 1,699 funds tracked by Wall St. Rank hold SO as of Q1 2022.

McDonald Partners reported no remaining Southern Company position as of Q1 2022 after selling out during the quarter.
McDonald Partners sold 75 Southern Company shares in Q1 2022, an estimated $5.14K.
McDonald Partners first reported a position in Southern Company in Q4 2021 and held it in 1 quarter.
McDonald Partners's Southern Company position peaked at $5.14K in Q4 2021.
1,699 funds tracked by Wall St. Rank held Southern Company as of Q1 2022.

Based on McDonald Partners's 13F filing for Q1 2022, filed 29 Apr 2022.