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Berman Capital Advisors’s Consolidated Edison ED Stock Holding History

Berman Capital Advisors’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
Q3 		$59K Buy
820
+245
+43% +$18.3K 0.01% 609
2021
Q2 		$41K Buy
575
+16
+3% +$1.23K 0.01% 653
2021
Q1 		$41K Sell
559
-4
-0.7% -$281 0.01% 547
2020
Q4 		$40K Buy
563
+46
+9% +$3.57K 0.01% 466
2020
Q3 		$39K Buy
517
+207
+67% +$15.3K 0.01% 410
2020
Q2 		$21K Sell
310
-69
-18% -$5.3K 0.01% 530
2020
Q1 		$29K Buy
379
+190
+101% +$16.7K 0.01% 399
2019
Q4 		$17K Buy
189
+1
+0.5% +$90 ﹤0.01% 577
2019
Q3 		$17K Hold
188
– – 0.01% 552
2019
Q2 		$16K Hold
188
– – 0.01% 574
2019
Q1 		$15K Buy
188
+18
+11% +$1.44K 0.01% 527
2018
Q4 		$12K Buy
+170
New +$13.3K ﹤0.01% 475

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Berman Capital Advisors's ED Position: Q3 2021 in Review

Berman Capital Advisors increased its Consolidated Edison (ED) stake by 43% in Q3 2021, buying an estimated $18.3K and bringing the position to 820 shares worth $59K. The position accounts for 0.01% of the portfolio, ranked #609.

Berman Capital Advisors first reported a position in ED in Q4 2018 and has held it in 12 quarters since. 935 funds tracked by Wall St. Rank hold ED as of Q3 2021.

  • Berman Capital Advisors held 820 shares of Consolidated Edison worth $59K as of Q3 2021.
  • Berman Capital Advisors bought 245 Consolidated Edison shares in Q3 2021, an estimated $18.3K.
  • Consolidated Edison made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #609 holding.
  • Berman Capital Advisors first reported a position in Consolidated Edison in Q4 2018 and has held it in 12 quarters since.
  • 935 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.