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Psagot Value Holdings’s Southern Company SO Stock Holding History

Psagot Value Holdings’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
-1
Closed – – 470
2023
Q4 		$0 Buy
+1
New +$69 ﹤0.01% 597
2023
Q2 		– Sell
-9
Closed -$1K – 615
2023
Q1 		$1K Buy
+9
New +$606 ﹤0.01% 475
2019
Q1 		– Sell
-2,100
Closed -$92K – 468
2018
Q4 		$92K Sell
2,100
-810
-28% -$36.8K ﹤0.01% 324
2018
Q3 		$127K Buy
+2,910
New +$134K 0.01% 254
2017
Q2 		– Sell
-1,300
Closed -$65K – 343
2017
Q1 		$65K Hold
1,300
– – ﹤0.01% 266
2016
Q4 		$64K Buy
+1,300
New +$63.9K ﹤0.01% 261

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Psagot Value Holdings's SO Position: Q1 2024 in Review

Psagot Value Holdings sold out of Southern Company (SO) in Q1 2024, closing a stake of 1 share.

Psagot Value Holdings first reported a position in SO in Q4 2016 and held it in 6 quarters. The position peaked at $127K in Q3 2018. 1,826 funds tracked by Wall St. Rank hold SO as of Q1 2024.

  • Psagot Value Holdings reported no remaining Southern Company position as of Q1 2024 after selling out during the quarter.
  • Psagot Value Holdings sold 1 Southern Company share in Q1 2024.
  • Psagot Value Holdings first reported a position in Southern Company in Q4 2016 and held it in 6 quarters.
  • Psagot Value Holdings's Southern Company position peaked at $127K in Q3 2018.
  • 1,826 funds tracked by Wall St. Rank held Southern Company as of Q1 2024.

Based on Psagot Value Holdings's 13F filing for Q1 2024, filed 15 May 2024.