Baystate Wealth Management’s Consolidated Edison ED Stock Holding History

Baystate 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
2023 Q4	$214K	Buy	2,354 +20	+0.9%	+$1.79K	0.02%	197
2023 Q3	$200K	Buy	2,334 +87	+4%	+$7.92K	0.02%	193
2023 Q2	$203K	Buy	2,247 +1,765	+366%	+$169K	0.02%	189
2023 Q1	$46.2K	Buy	482 +5	+1%	+$468	﹤0.01%	345
2022 Q4	$46K	Buy	477 +4	+0.8%	+$364	﹤0.01%	337
2022 Q3	$41K	Buy	473 +3	+0.6%	+$289	﹤0.01%	328
2022 Q2	$45K	Buy	470 +4	+0.9%	+$381	﹤0.01%	329
2022 Q1	$44K	Buy	466 +4	+0.9%	+$346	﹤0.01%	340
2021 Q4	$39K	Buy	462 +5	+1%	+$393	﹤0.01%	356
2021 Q3	$33K	Buy	457 +4	+0.9%	+$299	﹤0.01%	342
2021 Q2	$32K	Buy	453 +5	+1%	+$384	﹤0.01%	328
2021 Q1	$34K	Buy	448 +5	+1%	+$352	﹤0.01%	299
2020 Q4	$32K	Buy	443 +4	+0.9%	+$311	﹤0.01%	297
2020 Q3	$34K	Buy	439 +5	+1%	+$369	﹤0.01%	260
2020 Q2	$31K	Buy	434 +4	+0.9%	+$307	﹤0.01%	264
2020 Q1	$34K	Buy	430 +4	+0.9%	+$351	﹤0.01%	230
2019 Q4	$39K	Buy	426 +3	+0.7%	+$269	﹤0.01%	255
2019 Q3	$40K	Buy	423 +4	+1%	+$355	0.01%	227
2019 Q2	$27K	Buy	419 +4	+1%	+$345	﹤0.01%	273
2019 Q1	$35K	Buy	415 +3	+0.7%	+$240	﹤0.01%	252
2018 Q4	$32K	Buy	412 +4	+1%	+$313	﹤0.01%	256
2018 Q3	$32K	Buy	408 +3	+0.7%	+$236	0.01%	247
2018 Q2	$32K	Buy	405 +4	+1%	+$306	﹤0.01%	242
2018 Q1	$32K	Hold	401	–	–	﹤0.01%	239
2017 Q4	$31K	Hold	401	–	–	﹤0.01%	245
2017 Q3	$33K	Hold	401	–	–	0.01%	225
2017 Q2	$33K	Hold	401	–	–	0.01%	212
2017 Q1	$32K	Hold	401	–	–	0.01%	215
2016 Q4	$29K	Buy	+401	New	+$29K	0.01%	194
2013 Q3	–	Sell	-222	Closed	-$13K	–	75
2013 Q2	$13K	Buy	+222	New	+$13.3K	0.01%	176

Other funds holding ED

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baystate Wealth Management's ED Position: Q4 2023 in Review

Baystate Wealth Management increased its Consolidated Edison (ED) stake by 0.86% in Q4 2023, buying an estimated $1.79K and bringing the position to 2,354 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #197.

Baystate Wealth Management first reported a position in ED in Q2 2013 and has held it in 30 quarters since. 1,148 funds tracked by Wall St. Rank hold ED as of Q4 2023.

Baystate Wealth Management held 2,354 shares of Consolidated Edison worth $214K as of Q4 2023.
Baystate Wealth Management bought 20 Consolidated Edison shares in Q4 2023, an estimated $1.79K.
Consolidated Edison made up 0.02% of Baystate Wealth Management's portfolio in Q4 2023, its #197 holding.
Baystate Wealth Management first reported a position in Consolidated Edison in Q2 2013 and has held it in 30 quarters since.
1,148 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.