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Winslow Evans & Crocker’s Southern Company SO Stock Holding History

Winslow Evans & Crocker’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
Q4 		$317K Buy
5,151
+2,331
+83% +$140K 0.06% 259
2020
Q3 		$153K Sell
2,820
-90
-3% -$4.81K 0.04% 304
2020
Q2 		$151K Sell
2,910
-5,898
-67% -$328K 0.04% 297
2020
Q1 		$478K Sell
8,808
-750
-8% -$47.5K 0.16% 135
2019
Q4 		$610K Sell
9,558
-658
-6% -$40.8K 0.16% 136
2019
Q3 		$632K Sell
10,216
-74
-0.7% -$4.29K 0.18% 124
2019
Q2 		$572K Buy
10,290
+3,502
+52% +$187K 0.16% 142
2019
Q1 		$352K Sell
6,788
-192
-3% -$9.41K 0.1% 210
2018
Q4 		$308K Sell
6,980
-196
-3% -$8.91K 0.1% 204
2018
Q3 		$314K Sell
7,176
-446
-6% -$20.6K 0.1% 204
2018
Q2 		$354K Buy
7,622
+846
+12% +$37.9K 0.11% 185
2018
Q1 		$303K Buy
6,776
+3,300
+95% +$147K 0.1% 197
2017
Q4 		$167K Hold
3,476
– – 0.05% 289
2017
Q3 		$171K Sell
3,476
-1,787
-34% -$86.6K 0.06% 281
2017
Q2 		$254K Buy
5,263
+2,181
+71% +$109K 0.07% 281
2017
Q1 		$153K Sell
3,082
-142
-4% -$7.02K 0.05% 336
2016
Q4 		$158K Sell
3,224
-1,200
-27% -$59K 0.05% 321
2016
Q3 		$227K Sell
4,424
-74
-2% -$3.9K 0.06% 285
2016
Q2 		$241K Buy
4,498
+296
+7% +$14.9K 0.07% 255
2016
Q1 		$217K Sell
4,202
-13,014
-76% -$634K 0.07% 260
2015
Q4 		$805K Buy
17,216
+2,350
+16% +$107K 0.23% 100
2015
Q3 		$664K Buy
14,866
+11,736
+375% +$515K 0.21% 112
2015
Q2 		$131K Sell
3,130
-3,088
-50% -$135K 0.04% 374
2015
Q1 		$275K Sell
6,218
-700
-10% -$33.3K 0.08% 254
2014
Q4 		$340K Sell
6,918
-300
-4% -$14.2K 0.1% 212
2014
Q3 		$315K Buy
7,218
+701
+11% +$30.8K 0.09% 236
2014
Q2 		$296K Hold
6,517
– – 0.1% 216
2014
Q1 		$286K Hold
6,517
– – 0.1% 219
2013
Q4 		$268K Buy
+6,517
New +$269K 0.09% 234

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
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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Winslow Evans & Crocker's SO Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Southern Company (SO) stake by 83% in Q4 2020, buying an estimated $140K and bringing the position to 5,151 shares worth $317K. The position accounts for 0.06% of the portfolio, ranked #259.

Winslow Evans & Crocker first reported a position in SO in Q4 2013 and has held it in 29 quarters since. The position peaked at $805K in Q4 2015. 1,497 funds tracked by Wall St. Rank hold SO as of Q4 2020.

  • Winslow Evans & Crocker held 5,151 shares of Southern Company worth $317K as of Q4 2020.
  • Winslow Evans & Crocker bought 2,331 Southern Company shares in Q4 2020, an estimated $140K.
  • Southern Company made up 0.06% of Winslow Evans & Crocker's portfolio in Q4 2020, its #259 holding.
  • Winslow Evans & Crocker first reported a position in Southern Company in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's Southern Company position peaked at $805K in Q4 2015.
  • 1,497 funds tracked by Wall St. Rank held Southern Company as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.