Disciplined Investments’s Consolidated Edison ED Stock Holding History

Disciplined Investments’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 Q3	–	Sell	-24	Closed	-$2.17K	–	522
2023 Q2	$2.17K	Hold	24	–	–	﹤0.01%	635
2023 Q1	$2.3K	Hold	24	–	–	﹤0.01%	615
2022 Q4	$2.29K	Sell	24 -4	-14%	-$364	﹤0.01%	583
2022 Q3	$2K	Hold	28	–	–	﹤0.01%	616
2022 Q2	$3K	Buy	28 +6	+27%	+$571	﹤0.01%	535
2022 Q1	$2K	Buy	+22	New	+$1.9K	﹤0.01%	675

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Disciplined Investments's ED Position: Q3 2023 in Review

Disciplined Investments sold out of Consolidated Edison (ED) in Q3 2023, closing a stake of 24 shares — an estimated $2.17K sold.

Disciplined Investments first reported a position in ED in Q1 2022 and held it in 6 quarters. The position peaked at $3K in Q2 2022. 1,074 funds tracked by Wall St. Rank hold ED as of Q3 2023.

Disciplined Investments reported no remaining Consolidated Edison position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 24 Consolidated Edison shares in Q3 2023, an estimated $2.17K.
Disciplined Investments first reported a position in Consolidated Edison in Q1 2022 and held it in 6 quarters.
Disciplined Investments's Consolidated Edison position peaked at $3K in Q2 2022.
1,074 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.