Yorktown Management & Research Company’s Southern Company SO Stock Holding History

Yorktown Management & Research Company’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	–	Sell	-6,200	Closed	-$336K	–	254
2020 Q3	$336K	Buy	6,200 +200	+3%	+$10.7K	0.31%	159
2020 Q2	$311K	Sell	6,000 -1,600	-21%	-$88.9K	0.28%	170
2020 Q1	$411K	Sell	7,600 -7,100	-48%	-$450K	0.42%	85
2019 Q4	$936K	Hold	14,700	–	–	0.5%	71
2019 Q3	$908K	Hold	14,700	–	–	0.49%	65
2019 Q2	$813K	Buy	+14,700	New	+$787K	0.31%	86
2018 Q1	–	Sell	-6,000	Closed	-$289K	–	389
2017 Q4	$289K	Buy	+6,000	New	+$306K	0.08%	304
2015 Q4	–	Sell	-55,500	Closed	-$2.48M	–	448
2015 Q3	$2.48M	Buy	+55,500	New	+$2.43M	0.41%	76
2013 Q3	–	Sell	-26,000	Closed	-$1.15M	–	388
2013 Q2	$1.15M	Buy	+26,000	New	+$1.2M	0.24%	73

Other funds holding SO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Yorktown Management & Research Company's SO Position: Q4 2020 in Review

Yorktown Management & Research Company sold out of Southern Company (SO) in Q4 2020, closing a stake of 6,200 shares — an estimated $336K sold.

Yorktown Management & Research Company first reported a position in SO in Q2 2013 and held it in 9 quarters. The position peaked at $2.48M in Q3 2015. 1,497 funds tracked by Wall St. Rank hold SO as of Q4 2020.

Yorktown Management & Research Company reported no remaining Southern Company position as of Q4 2020 after selling out during the quarter.
Yorktown Management & Research Company sold 6,200 Southern Company shares in Q4 2020, an estimated $336K.
Yorktown Management & Research Company first reported a position in Southern Company in Q2 2013 and held it in 9 quarters.
Yorktown Management & Research Company's Southern Company position peaked at $2.48M in Q3 2015.
1,497 funds tracked by Wall St. Rank held Southern Company as of Q4 2020.

Based on Yorktown Management & Research Company's 13F filing for Q4 2020, filed 11 Feb 2021.