Sand Hill Global Advisors’s Southern Company SO Stock Holding History

Sand Hill Global Advisors’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 Q2	–	Sell	-10,066	Closed	-$730K	–	167
2022 Q1	$730K	Buy	+10,066	New	+$682K	0.04%	100
2017 Q1	–	Sell	-5,289	Closed	-$260K	–	91
2016 Q4	$260K	Buy	5,289 +147	+3%	+$7.22K	0.04%	73
2016 Q3	$264K	Hold	5,142	–	–	0.04%	66
2016 Q2	$276K	Hold	5,142	–	–	0.04%	67
2016 Q1	$266K	Hold	5,142	–	–	0.04%	70
2015 Q4	$241K	Sell	5,142 -862	-14%	-$39.1K	0.04%	71
2015 Q3	$268K	Hold	6,004	–	–	0.04%	71
2015 Q2	$252K	Sell	6,004 -3,108	-34%	-$135K	0.04%	73
2015 Q1	$403K	Buy	9,112 +1,950	+27%	+$92.6K	0.07%	66
2014 Q4	$352K	Hold	7,162	–	–	0.06%	68
2014 Q3	$313K	Hold	7,162	–	–	0.05%	66
2014 Q2	$325K	Hold	7,162	–	–	0.06%	67
2014 Q1	$315K	Sell	7,162 -125	-2%	-$5.24K	0.06%	65
2013 Q4	$300K	Buy	7,287 +125	+2%	+$5.16K	0.06%	66
2013 Q3	$295K	Hold	7,162	–	–	0.05%	65
2013 Q2	$316K	Buy	+7,162	New	+$329K	0.09%	58

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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