SIM
SO icon

Sadoff Investment Management’s Southern Company SO Stock Holding History

Sadoff 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
2022
Q3 		$13.1M Sell
191,971
-2,280
-1% -$173K 1.02% 32
2022
Q2 		$13.9M Buy
194,251
+545
+0.3% +$40K 1.04% 33
2022
Q1 		$14M Buy
193,706
+2,277
+1% +$154K 0.89% 37
2021
Q4 		$13.1M Buy
191,429
+2,414
+1% +$154K 0.77% 34
2021
Q3 		$11.7M Sell
189,015
-2,771
-1% -$178K 0.79% 33
2021
Q2 		$11.6M Sell
191,786
-1,925
-1% -$123K 0.77% 33
2021
Q1 		$12M Sell
193,711
-2,250
-1% -$135K 0.84% 33
2020
Q4 		$12M Buy
195,961
+3,119
+2% +$188K 0.94% 30
2020
Q3 		$10.5M Sell
192,842
-825
-0.4% -$44.1K 0.93% 31
2020
Q2 		$10M Sell
193,667
-2,395
-1% -$133K 0.9% 31
2020
Q1 		$10.6M Sell
196,062
-5,000
-2% -$317K 1.2% 28
2019
Q4 		$12.8M Buy
201,062
+275
+0.1% +$17K 1.01% 30
2019
Q3 		$12.4M Buy
200,787
+1,800
+0.9% +$104K 1.04% 32
2019
Q2 		$11M Buy
198,987
+2,060
+1% +$110K 0.91% 32
2019
Q1 		$10.2M Buy
196,927
+3,812
+2% +$187K 0.87% 32
2018
Q4 		$8.48M Buy
193,115
+1,900
+1% +$86.4K 0.83% 32
2018
Q3 		$8.34M Sell
191,215
-1,075
-0.6% -$49.5K 0.72% 34
2018
Q2 		$8.9M Buy
192,290
+2,013
+1% +$90.1K 0.77% 34
2018
Q1 		$8.5M Buy
190,277
+4,724
+3% +$210K 0.72% 35
2017
Q4 		$8.92M Sell
185,553
-1,350
-0.7% -$68.8K 0.73% 36
2017
Q3 		$9.18M Buy
186,903
+2,380
+1% +$115K 0.82% 35
2017
Q2 		$8.84M Buy
184,523
+1,650
+0.9% +$82.7K 0.84% 35
2017
Q1 		$9.1M Buy
182,873
+850
+0.5% +$42K 0.87% 36
2016
Q4 		$8.95M Buy
182,023
+266
+0.1% +$13.1K 0.92% 36
2016
Q3 		$9.32M Buy
181,757
+1,005
+0.6% +$52.9K 1.03% 35
2016
Q2 		$9.69M Buy
180,752
+400
+0.2% +$20.1K 1.16% 34
2016
Q1 		$9.33M Sell
180,352
-281
-0.2% -$13.7K 1.13% 35
2015
Q4 		$8.45M Buy
180,633
+2,900
+2% +$131K 0.97% 36
2015
Q3 		$7.95M Buy
177,733
+1,126
+0.6% +$49.4K 1.04% 33
2015
Q2 		$7.4M Buy
176,607
+4,275
+2% +$186K 0.8% 36
2015
Q1 		$7.63M Buy
172,332
+2,900
+2% +$138K 0.85% 33
2014
Q4 		$8.32M Buy
169,432
+2,089
+1% +$98.6K 0.97% 33
2014
Q3 		$7.3M Buy
167,343
+2,900
+2% +$127K 0.94% 33
2014
Q2 		$7.46M Buy
164,443
+1,600
+1% +$70.7K 0.97% 33
2014
Q1 		$7.16M Buy
162,843
+1,950
+1% +$81.7K 0.95% 34
2013
Q4 		$6.61M Buy
160,893
+4,171
+3% +$172K 0.92% 32
2013
Q3 		$6.45M Buy
156,722
+141,957
+961% +$6.11M 1.06% 31
2013
Q2 		$652K Buy
+14,765
New +$679K 0.12% 31

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sadoff Investment Management's SO Position: Q3 2022 in Review

Sadoff Investment Management reduced its Southern Company (SO) stake by 1.2% in Q3 2022, selling an estimated $173K and leaving 191,971 shares worth $13.1M. The position accounts for 1.02% of the portfolio, ranked #32.

Sadoff Investment Management first reported a position in SO in Q2 2013 and has held it in 38 quarters since. The position peaked at $14M in Q1 2022. 1,659 funds tracked by Wall St. Rank hold SO as of Q3 2022.

  • Sadoff Investment Management held 191,971 shares of Southern Company worth $13.1M as of Q3 2022.
  • Sadoff Investment Management sold 2,280 Southern Company shares in Q3 2022, an estimated $173K.
  • Southern Company made up 1.02% of Sadoff Investment Management's portfolio in Q3 2022, its #32 holding.
  • Sadoff Investment Management first reported a position in Southern Company in Q2 2013 and has held it in 38 quarters since.
  • Sadoff Investment Management's Southern Company position peaked at $14M in Q1 2022.
  • 1,659 funds tracked by Wall St. Rank held Southern Company as of Q3 2022.

Based on Sadoff Investment Management's 13F filing for Q3 2022, filed 31 Oct 2022.