Advisors Preferred’s Consolidated Edison ED Stock Holding History

Advisors Preferred’s Portfolio ED Stock Details ED Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-20,879	Closed	-$1.83M	–	178
2022 Q3	$1.83M	Sell	20,879 -506	-2%	-$48.8K	0.94%	12
2022 Q2	$2.03M	Sell	21,385 -31,527	-60%	-$3M	0.53%	28
2022 Q1	$5.08M	Buy	+52,912	New	+$4.57M	0.41%	29
2021 Q4	–	Sell	-28,968	Closed	-$2.07M	–	182
2021 Q3	$2.07M	Buy	+28,968	New	+$2.16M	0.29%	44

Other funds holding ED

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

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

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

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Advisors Preferred's ED Position: Q4 2022 in Review

Advisors Preferred sold out of Consolidated Edison (ED) in Q4 2022, closing a stake of 20,879 shares — an estimated $1.83M sold.

Advisors Preferred first reported a position in ED in Q3 2021 and held it in 4 quarters. The position peaked at $5.08M in Q1 2022. 1,100 funds tracked by Wall St. Rank hold ED as of Q4 2022.

Advisors Preferred reported no remaining Consolidated Edison position as of Q4 2022 after selling out during the quarter.
Advisors Preferred sold 20,879 Consolidated Edison shares in Q4 2022, an estimated $1.83M.
Advisors Preferred first reported a position in Consolidated Edison in Q3 2021 and held it in 4 quarters.
Advisors Preferred's Consolidated Edison position peaked at $5.08M in Q1 2022.
1,100 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2022.

Based on Advisors Preferred's 13F filing for Q4 2022, filed 9 Feb 2023.