Claris Advisors’s Consolidated Edison ED Stock Holding History

Claris 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
2024 Q4	–	Sell	-7	Closed	-$729	–	383
2024 Q3	$729	Buy	+7	New	+$692	﹤0.01%	514

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

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

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

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Claris Advisors's ED Position: Q4 2024 in Review

Claris Advisors sold out of Consolidated Edison (ED) in Q4 2024, closing a stake of 7 shares — an estimated $729 sold.

Claris Advisors first reported a position in ED in Q3 2024 and held it in 1 quarter. The position peaked at $729 in Q3 2024. 1,227 funds tracked by Wall St. Rank hold ED as of Q4 2024.

Claris Advisors reported no remaining Consolidated Edison position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 7 Consolidated Edison shares in Q4 2024, an estimated $729.
Claris Advisors first reported a position in Consolidated Edison in Q3 2024 and held it in 1 quarter.
Claris Advisors's Consolidated Edison position peaked at $729 in Q3 2024.
1,227 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.