Bison Wealth’s Consolidated Edison ED Stock Holding History

Bison Wealth’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 Q2	–	Sell	-2,175	Closed	-$215K	–	385
2023 Q1	$215K	Buy	+2,175	New	+$204K	0.07%	237
2015 Q1	–	Sell	-4,912	Closed	-$324K	–	231
2014 Q4	$324K	Buy	+4,912	New	+$308K	0.25%	129

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bison Wealth's ED Position: Q2 2023 in Review

Bison Wealth sold out of Consolidated Edison (ED) in Q2 2023, closing a stake of 2,175 shares — an estimated $215K sold.

Bison Wealth first reported a position in ED in Q4 2014 and held it in 2 quarters. The position peaked at $324K in Q4 2014. 1,111 funds tracked by Wall St. Rank hold ED as of Q2 2023.

Bison Wealth reported no remaining Consolidated Edison position as of Q2 2023 after selling out during the quarter.
Bison Wealth sold 2,175 Consolidated Edison shares in Q2 2023, an estimated $215K.
Bison Wealth first reported a position in Consolidated Edison in Q4 2014 and held it in 2 quarters.
Bison Wealth's Consolidated Edison position peaked at $324K in Q4 2014.
1,111 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2023.

Based on Bison Wealth's 13F filing for Q2 2023, filed 14 Aug 2023.