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Eldridge Investment Advisors’s Eversource Energy ES Stock Holding History

Eldridge Investment Advisors’s Portfolio ES Stock Details ES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-2,750
Closed -$235K – 98
2019
Q3 		$235K Hold
2,750
– – 0.12% 85
2019
Q2 		$208K Buy
+2,750
New +$201K 0.11% 83

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Eldridge Investment Advisors's ES Position: Q4 2019 in Review

Eldridge Investment Advisors sold out of Eversource Energy (ES) in Q4 2019, closing a stake of 2,750 shares — an estimated $235K sold.

Eldridge Investment Advisors first reported a position in ES in Q2 2019 and held it in 2 quarters. The position peaked at $235K in Q3 2019. 758 funds tracked by Wall St. Rank hold ES as of Q4 2019.

  • Eldridge Investment Advisors reported no remaining Eversource Energy position as of Q4 2019 after selling out during the quarter.
  • Eldridge Investment Advisors sold 2,750 Eversource Energy shares in Q4 2019, an estimated $235K.
  • Eldridge Investment Advisors first reported a position in Eversource Energy in Q2 2019 and held it in 2 quarters.
  • Eldridge Investment Advisors's Eversource Energy position peaked at $235K in Q3 2019.
  • 758 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2019.

Based on Eldridge Investment Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.