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Pzena Investment Management’s
Southern Company
SO
Stock Holding History
Pzena 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
2018
Q4
–
Sell
-10,846
Closed
-$473K
–
191
2018
Q3
$473K
Hold
10,846
–
–
﹤0.01%
170
2018
Q2
$502K
Sell
10,846
-5,673
-34%
-$254K
﹤0.01%
152
2018
Q1
$738K
Buy
16,519
+6,818
+70%
+$303K
﹤0.01%
137
2017
Q4
$467K
Buy
9,701
+1,901
+24%
+$96.9K
﹤0.01%
140
2017
Q3
$383K
Buy
7,800
+346
+5%
+$16.8K
﹤0.01%
137
2017
Q2
$357K
Buy
7,454
+536
+8%
+$26.9K
﹤0.01%
144
2017
Q1
$344K
Buy
+6,918
New
+$342K
﹤0.01%
143
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1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
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$2.9T AUM
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1-Year Est. Return
T. Rowe Price Associates
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$865B AUM
30.76%
1-Year Est. Return
Franklin Resources
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$408B AUM
30.18%
1-Year Est. Return
Massachusetts Financial Services
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$298B AUM
21.96%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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