AWM
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Arbor Wealth Management’s Consolidated Edison ED Stock Holding History

Arbor Wealth Management’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
2021
Q4 		$437K Buy
+5,116
New +$402K 0.1% 39
2019
Q3 		– Sell
-211
Closed -$19K – 93
2019
Q2 		$19K Hold
211
– – 0.01% 113
2019
Q1 		$18K Hold
211
– – 0.01% 115
2018
Q4 		$16K Buy
+211
New +$16.5K 0.01% 107

Other funds holding ED

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Arbor Wealth Management's ED Position: Q4 2021 in Review

Arbor Wealth Management opened a new position in Consolidated Edison (ED) in Q4 2021: 5,116 shares worth $437K. The stake represents 0.1% of the portfolio and ranks #39 among its holdings. This is a return to the name: Arbor Wealth Management previously reported a position in ED as recently as Q2 2019.

Arbor Wealth Management first reported a position in ED in Q4 2018 and has held it in 4 quarters since. 1,018 funds tracked by Wall St. Rank hold ED as of Q4 2021.

  • Arbor Wealth Management held 5,116 shares of Consolidated Edison worth $437K as of Q4 2021.
  • Consolidated Edison was a new Arbor Wealth Management position in Q4 2021.
  • Consolidated Edison made up 0.1% of Arbor Wealth Management's portfolio in Q4 2021, its #39 holding.
  • Arbor Wealth Management first reported a position in Consolidated Edison in Q4 2018 and has held it in 4 quarters since.
  • 1,018 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2021.

Based on Arbor Wealth Management's 13F filing for Q4 2021, filed 25 Jan 2022.