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Mork Capital Management’s Southern Company SO Stock Holding History

Mork 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
2018
Q4 		– Sell
-20,700
Closed -$903K – 131
2018
Q3 		$903K Hold
20,700
– – 0.73% 77
2018
Q2 		$959K Hold
20,700
– – 0.85% 57
2018
Q1 		$924K Hold
20,700
– – 0.89% 60
2017
Q4 		$995K Buy
+20,700
New +$1.05M 0.66% 76

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

Mork Capital Management's SO Position: Q4 2018 in Review

Mork Capital Management sold out of Southern Company (SO) in Q4 2018, closing a stake of 20,700 shares — an estimated $903K sold.

Mork Capital Management first reported a position in SO in Q4 2017 and held it in 4 quarters. The position peaked at $995K in Q4 2017. 1,213 funds tracked by Wall St. Rank hold SO as of Q4 2018.

  • Mork Capital Management reported no remaining Southern Company position as of Q4 2018 after selling out during the quarter.
  • Mork Capital Management sold 20,700 Southern Company shares in Q4 2018, an estimated $903K.
  • Mork Capital Management first reported a position in Southern Company in Q4 2017 and held it in 4 quarters.
  • Mork Capital Management's Southern Company position peaked at $995K in Q4 2017.
  • 1,213 funds tracked by Wall St. Rank held Southern Company as of Q4 2018.

Based on Mork Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.