Polar Asset Management Partners’s Southern Company SO Stock Holding History

Polar Asset Management 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	-11,290	Closed	-$774K	–	1481
2021 Q4	$774K	Buy	+11,290	New	+$720K	0.01%	783
2021 Q2	–	Sell	-6,525	Closed	-$406K	–	1265
2021 Q1	$406K	Buy	+6,525	New	+$391K	﹤0.01%	624
2020 Q4	–	Sell	-6,432	Closed	-$349K	–	901
2020 Q3	$349K	Buy	+6,432	New	+$344K	﹤0.01%	471

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Polar Asset Management Partners's SO Position: Q1 2022 in Review

Polar Asset Management Partners sold out of Southern Company (SO) in Q1 2022, closing a stake of 11,290 shares — an estimated $774K sold.

Polar Asset Management Partners first reported a position in SO in Q3 2020 and held it in 3 quarters. The position peaked at $774K in Q4 2021. 1,699 funds tracked by Wall St. Rank hold SO as of Q1 2022.

Polar Asset Management Partners reported no remaining Southern Company position as of Q1 2022 after selling out during the quarter.
Polar Asset Management Partners sold 11,290 Southern Company shares in Q1 2022, an estimated $774K.
Polar Asset Management Partners first reported a position in Southern Company in Q3 2020 and held it in 3 quarters.
Polar Asset Management Partners's Southern Company position peaked at $774K in Q4 2021.
1,699 funds tracked by Wall St. Rank held Southern Company as of Q1 2022.

Based on Polar Asset Management Partners's 13F filing for Q1 2022, filed 16 May 2022.