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Donoghue Forlines’s Consolidated Edison ED Stock Holding History

Donoghue Forlines’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
Q1 		– Sell
-13,687
Closed -$1.3M – 230
2022
Q4 		$1.3M Buy
+13,687
New +$1.25M 0.46% 57
2019
Q4 		– Sell
-48,944
Closed -$4.62M – 166
2019
Q3 		$4.62M Sell
48,944
-22,455
-31% -$1.99M 0.66% 26
2019
Q2 		$6.26M Buy
+71,399
New +$6.15M 0.73% 58

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
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Donoghue Forlines's ED Position: Q1 2023 in Review

Donoghue Forlines sold out of Consolidated Edison (ED) in Q1 2023, closing a stake of 13,687 shares — an estimated $1.3M sold.

Donoghue Forlines first reported a position in ED in Q2 2019 and held it in 3 quarters. The position peaked at $6.26M in Q2 2019. 1,099 funds tracked by Wall St. Rank hold ED as of Q1 2023.

  • Donoghue Forlines reported no remaining Consolidated Edison position as of Q1 2023 after selling out during the quarter.
  • Donoghue Forlines sold 13,687 Consolidated Edison shares in Q1 2023, an estimated $1.3M.
  • Donoghue Forlines first reported a position in Consolidated Edison in Q2 2019 and held it in 3 quarters.
  • Donoghue Forlines's Consolidated Edison position peaked at $6.26M in Q2 2019.
  • 1,099 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2023.

Based on Donoghue Forlines's 13F filing for Q1 2023, filed 8 May 2023.