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Watchman Group’s Southern Company SO Stock Holding History

Watchman Group’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
2021
Q2 		– Sell
-5,207
Closed -$324K – 76
2021
Q1 		$324K Sell
5,207
-1,298
-20% -$77.7K 0.2% 63
2020
Q4 		$400K Sell
6,505
-909
-12% -$54.6K 0.27% 65
2020
Q3 		$402K Buy
7,414
+52
+0.7% +$2.78K 0.3% 65
2020
Q2 		$382K Sell
7,362
-198
-3% -$11K 0.32% 62
2020
Q1 		$409K Buy
7,560
+1
+0% +$63 0.42% 57
2019
Q4 		$481K Buy
+7,559
New +$468K 0.36% 62

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Watchman Group's SO Position: Q2 2021 in Review

Watchman Group sold out of Southern Company (SO) in Q2 2021, closing a stake of 5,207 shares — an estimated $324K sold.

Watchman Group first reported a position in SO in Q4 2019 and held it in 6 quarters. The position peaked at $481K in Q4 2019. 1,504 funds tracked by Wall St. Rank hold SO as of Q2 2021.

  • Watchman Group reported no remaining Southern Company position as of Q2 2021 after selling out during the quarter.
  • Watchman Group sold 5,207 Southern Company shares in Q2 2021, an estimated $324K.
  • Watchman Group first reported a position in Southern Company in Q4 2019 and held it in 6 quarters.
  • Watchman Group's Southern Company position peaked at $481K in Q4 2019.
  • 1,504 funds tracked by Wall St. Rank held Southern Company as of Q2 2021.

Based on Watchman Group's 13F filing for Q2 2021, filed 5 Aug 2021.