Elmwood Wealth Management’s Consolidated Edison ED Stock Holding History

Elmwood Wealth Management’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
2022 Q1	–	Sell	-1,310	Closed	-$112K	–	162
2021 Q4	$112K	Buy	+1,310	New	+$103K	0.05%	145
2021 Q2	$42K	Buy	585 +305	+109%	+$23.4K	0.02%	175
2021 Q1	$21K	Buy	+280	New	+$19.7K	0.01%	209
2020 Q3	$20K	Hold	280	–	–	0.02%	161
2020 Q2	$20K	Hold	280	–	–	0.02%	161
2020 Q1	$21.8K	Buy	+280	New	+$24.6K	0.02%	157
2019 Q4	–	Sell	-280	Closed	-$26K	–	129
2019 Q3	$26K	Hold	280	–	–	0.03%	128
2019 Q2	$25K	Hold	280	–	–	0.02%	146
2019 Q1	$24K	Hold	280	–	–	0.02%	144
2018 Q4	$21K	Hold	280	–	–	0.02%	156
2018 Q3	$21.3K	Hold	280	–	–	0.02%	167
2018 Q2	$21.8K	Hold	280	–	–	0.02%	163
2018 Q1	$21.8K	Buy	+280	New	+$21.8K	0.02%	157

Other funds holding ED

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Elmwood Wealth Management's ED Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Consolidated Edison (ED) in Q1 2022, closing a stake of 1,310 shares — an estimated $112K sold.

Elmwood Wealth Management first reported a position in ED in Q1 2018 and held it in 13 quarters. The position peaked at $112K in Q4 2021. 1,069 funds tracked by Wall St. Rank hold ED as of Q1 2022.

Elmwood Wealth Management reported no remaining Consolidated Edison position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 1,310 Consolidated Edison shares in Q1 2022, an estimated $112K.
Elmwood Wealth Management first reported a position in Consolidated Edison in Q1 2018 and held it in 13 quarters.
Elmwood Wealth Management's Consolidated Edison position peaked at $112K in Q4 2021.
1,069 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.