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Rudd International’s Southern Company SO Stock Holding History

Rudd International’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
2020
Q2 		$1.51M Sell
29,152
-1,038
-3% -$57.7K 0.81% 41
2020
Q1 		$1.63M Sell
30,190
-562
-2% -$35.6K 1.07% 39
2019
Q4 		$1.96M Sell
30,752
-576
-2% -$35.7K 1.01% 39
2019
Q3 		$1.94M Sell
31,328
-1,178
-4% -$68.3K 1.04% 39
2019
Q2 		$1.8M Sell
32,506
-346
-1% -$18.5K 1.01% 40
2019
Q1 		$1.7M Sell
32,852
-1,628
-5% -$79.8K 1.06% 40
2018
Q4 		$1.51M Buy
+34,480
New +$1.57M 1.11% 40

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Rudd International's SO Position: Q2 2020 in Review

Rudd International reduced its Southern Company (SO) stake by 3.4% in Q2 2020, selling an estimated $57.7K and leaving 29,152 shares worth $1.51M. The position accounts for 0.81% of the portfolio, ranked #41.

Rudd International first reported a position in SO in Q4 2018 and has held it in 7 quarters since. The position peaked at $1.96M in Q4 2019. 1,367 funds tracked by Wall St. Rank hold SO as of Q2 2020.

  • Rudd International held 29,152 shares of Southern Company worth $1.51M as of Q2 2020.
  • Rudd International sold 1,038 Southern Company shares in Q2 2020, an estimated $57.7K.
  • Southern Company made up 0.81% of Rudd International's portfolio in Q2 2020, its #41 holding.
  • Rudd International first reported a position in Southern Company in Q4 2018 and has held it in 7 quarters since.
  • Rudd International's Southern Company position peaked at $1.96M in Q4 2019.
  • 1,367 funds tracked by Wall St. Rank held Southern Company as of Q2 2020.

Based on Rudd International's 13F filing for Q2 2020, filed 4 Aug 2020.