CSat Investment Advisory’s Consolidated Edison ED Stock Holding History

CSat Investment Advisory’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 Q1	$36K	Buy	477 +157	+49%	+$11K	0.03%	271
2020 Q4	$23K	Sell	320 -1,042	-77%	-$80.9K	0.02%	307
2020 Q3	$106K	Sell	1,362 -8,284	-86%	-$611K	0.01%	436
2020 Q2	$694K	Sell	9,646 -1,868	-16%	-$143K	0.08%	130
2020 Q1	$899K	Buy	11,514 +1,449	+14%	+$127K	0.19%	76
2019 Q4	$910K	Sell	10,065 -685	-6%	-$61.4K	0.24%	81
2019 Q3	$1.02M	Sell	10,750 -405	-4%	-$36K	0.32%	62
2019 Q2	$978K	Buy	11,155 +2,906	+35%	+$250K	0.35%	60
2019 Q1	$700K	Buy	8,249 +36	+0.4%	+$2.88K	0.35%	69
2018 Q4	$628K	Buy	8,213 +281	+4%	+$22K	0.37%	67
2018 Q3	$604K	Buy	7,932 +403	+5%	+$31.8K	0.34%	74
2018 Q2	$587K	Buy	+7,529	New	+$575K	0.31%	77

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

CSat Investment Advisory's ED Position: Q1 2021 in Review

CSat Investment Advisory increased its Consolidated Edison (ED) stake by 49% in Q1 2021, buying an estimated $11K and bringing the position to 477 shares worth $36K. The position accounts for 0.03% of the portfolio, ranked #271.

CSat Investment Advisory first reported a position in ED in Q2 2018 and has held it in 12 quarters since. The position peaked at $1.02M in Q3 2019. 944 funds tracked by Wall St. Rank hold ED as of Q1 2021.

CSat Investment Advisory held 477 shares of Consolidated Edison worth $36K as of Q1 2021.
CSat Investment Advisory bought 157 Consolidated Edison shares in Q1 2021, an estimated $11K.
Consolidated Edison made up 0.03% of CSat Investment Advisory's portfolio in Q1 2021, its #271 holding.
CSat Investment Advisory first reported a position in Consolidated Edison in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Consolidated Edison position peaked at $1.02M in Q3 2019.
944 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.