Elm Advisors’s Eversource Energy ES Stock Holding History

Elm 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
2021 Q1	–	Sell	-410	Closed	-$35K	–	144
2020 Q4	$35K	Buy	+410	New	+$36.5K	0.02%	180
2018 Q4	–	Sell	-410	Closed	-$25K	–	137
2018 Q3	$25K	Buy	+410	New	+$25.1K	0.02%	202

Other funds holding ES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Elm Advisors's ES Position: Q1 2021 in Review

Elm Advisors sold out of Eversource Energy (ES) in Q1 2021, closing a stake of 410 shares — an estimated $35K sold.

Elm Advisors first reported a position in ES in Q3 2018 and held it in 2 quarters. The position peaked at $35K in Q4 2020. 786 funds tracked by Wall St. Rank hold ES as of Q1 2021.

Elm Advisors reported no remaining Eversource Energy position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 410 Eversource Energy shares in Q1 2021, an estimated $35K.
Elm Advisors first reported a position in Eversource Energy in Q3 2018 and held it in 2 quarters.
Elm Advisors's Eversource Energy position peaked at $35K in Q4 2020.
786 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2021.

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