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Meadow Creek Investment Management’s Southern Company SO Stock Holding History

Meadow Creek Investment 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
2019
Q3 		$26.9M Sell
434,962
-506
-0.1% -$29.3K 0.53% 44
2019
Q2 		$24.1M Sell
435,468
-30,954
-7% -$1.66M 0.48% 49
2019
Q1 		$24.1M Buy
466,422
+6,402
+1% +$314K 0.49% 48
2018
Q4 		$20.2M Sell
460,020
-1,276
-0.3% -$58K 0.47% 43
2018
Q3 		$20.1M Sell
461,296
-22,682
-5% -$1.05M 0.4% 60
2018
Q2 		$22.4M Buy
483,978
+7,722
+2% +$346K 0.47% 46
2018
Q1 		$21.3M Buy
476,256
+10,274
+2% +$456K 0.46% 47
2017
Q4 		$22.4M Sell
465,982
-25,190
-5% -$1.28M 0.49% 45
2017
Q3 		$24.1M Sell
491,172
-10,318
-2% -$500K 0.56% 37
2017
Q2 		$24M Buy
501,490
+51,480
+11% +$2.58M 0.57% 40
2017
Q1 		$22.4M Buy
450,010
+86,746
+24% +$4.29M 0.54% 44
2016
Q4 		$17.9M Buy
+363,264
New +$17.8M 0.46% 53

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
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 $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Meadow Creek Investment Management's SO Position: Q3 2019 in Review

Meadow Creek Investment Management reduced its Southern Company (SO) stake by 0.12% in Q3 2019, selling an estimated $29.3K and leaving 434,962 shares worth $26.9M. The position accounts for 0.53% of the portfolio, ranked #44.

Meadow Creek Investment Management first reported a position in SO in Q4 2016 and has held it in 12 quarters since. 1,319 funds tracked by Wall St. Rank hold SO as of Q3 2019.

  • Meadow Creek Investment Management held 434,962 shares of Southern Company worth $26.9M as of Q3 2019.
  • Meadow Creek Investment Management sold 506 Southern Company shares in Q3 2019, an estimated $29.3K.
  • Southern Company made up 0.53% of Meadow Creek Investment Management's portfolio in Q3 2019, its #44 holding.
  • Meadow Creek Investment Management first reported a position in Southern Company in Q4 2016 and has held it in 12 quarters since.
  • 1,319 funds tracked by Wall St. Rank held Southern Company as of Q3 2019.

Based on Meadow Creek Investment Management's 13F filing for Q3 2019, filed 14 Nov 2019.