Elm Advisors’s Consolidated Edison ED Stock Holding History

Elm 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
2021 Q1	–	Sell	-1,398	Closed	-$101K	–	135
2020 Q4	$101K	Buy	+1,398	New	+$109K	0.06%	118
2018 Q4	–	Sell	-1,750	Closed	-$133K	–	128
2018 Q3	$133K	Buy	+1,750	New	+$138K	0.09%	103

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

Elm Advisors's ED Position: Q1 2021 in Review

Elm Advisors sold out of Consolidated Edison (ED) in Q1 2021, closing a stake of 1,398 shares — an estimated $101K sold.

Elm Advisors first reported a position in ED in Q3 2018 and held it in 2 quarters. The position peaked at $133K in Q3 2018. 943 funds tracked by Wall St. Rank hold ED as of Q1 2021.

Elm Advisors reported no remaining Consolidated Edison position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 1,398 Consolidated Edison shares in Q1 2021, an estimated $101K.
Elm Advisors first reported a position in Consolidated Edison in Q3 2018 and held it in 2 quarters.
Elm Advisors's Consolidated Edison position peaked at $133K in Q3 2018.
943 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.