6M
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6 Meridian’s Eversource Energy ES Stock Holding History

6 Meridian’s Portfolio ES Stock Details ES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-2,578
Closed -$215K – 305
2020
Q2 		$215K Sell
2,578
-4,345
-63% -$360K 0.02% 281
2020
Q1 		$541K Sell
6,923
-257
-4% -$22.5K 0.06% 217
2019
Q4 		$611K Buy
7,180
+251
+4% +$20.9K 0.05% 231
2019
Q3 		$592K Sell
6,929
-304
-4% -$24.2K 0.06% 205
2019
Q2 		$548K Buy
7,233
+140
+2% +$10.2K 0.06% 239
2019
Q1 		$503K Sell
7,093
-1,021
-13% -$70.3K 0.05% 284
2018
Q4 		$528K Sell
8,114
-88
-1% -$5.73K 0.06% 196
2018
Q3 		$504K Buy
8,202
+408
+5% +$25K 0.05% 276
2018
Q2 		$457K Sell
7,794
-182
-2% -$10.5K 0.05% 306
2018
Q1 		$470K Buy
7,976
+785
+11% +$46.4K 0.05% 273
2017
Q4 		$454K Buy
+7,191
New +$455K 0.05% 292

Other funds holding ES

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

6 Meridian's ES Position: Q3 2020 in Review

6 Meridian sold out of Eversource Energy (ES) in Q3 2020, closing a stake of 2,578 shares — an estimated $215K sold.

6 Meridian first reported a position in ES in Q4 2017 and held it in 11 quarters. The position peaked at $611K in Q4 2019. 759 funds tracked by Wall St. Rank hold ES as of Q3 2020.

  • 6 Meridian reported no remaining Eversource Energy position as of Q3 2020 after selling out during the quarter.
  • 6 Meridian sold 2,578 Eversource Energy shares in Q3 2020, an estimated $215K.
  • 6 Meridian first reported a position in Eversource Energy in Q4 2017 and held it in 11 quarters.
  • 6 Meridian's Eversource Energy position peaked at $611K in Q4 2019.
  • 759 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2020.

Based on 6 Meridian's 13F filing for Q3 2020, filed 19 Oct 2020.