Elmwood Wealth Management’s Eversource Energy ES Stock Holding History

Elmwood Wealth Management’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
2022 Q1	–	Sell	-661	Closed	-$60K	–	173
2021 Q4	$60K	Buy	+661	New	+$56.9K	0.03%	183
2021 Q2	$53K	Hold	661	–	–	0.03%	167
2021 Q1	$57K	Buy	+661	New	+$56.1K	0.03%	156
2020 Q3	$55K	Hold	661	–	–	0.04%	126
2020 Q2	$55K	Sell	661 -35	-5%	-$2.9K	0.04%	126
2020 Q1	$41K	Buy	+696	New	+$61.1K	0.04%	134
2019 Q4	–	Sell	-661	Closed	-$56K	–	137
2019 Q3	$56K	Hold	661	–	–	0.06%	113
2019 Q2	$50K	Hold	661	–	–	0.04%	127
2019 Q1	$47K	Hold	661	–	–	0.04%	125
2018 Q4	$43K	Hold	661	–	–	0.04%	135
2018 Q3	$40.6K	Hold	661	–	–	0.03%	147
2018 Q2	$38.7K	Sell	661 -35	-5%	-$2.02K	0.04%	138
2018 Q1	$41K	Buy	+696	New	+$41.2K	0.04%	134

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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

Elmwood Wealth Management sold out of Eversource Energy (ES) in Q1 2022, closing a stake of 661 shares — an estimated $60K sold.

Elmwood Wealth Management first reported a position in ES in Q1 2018 and held it in 13 quarters. The position peaked at $60K in Q4 2021. 849 funds tracked by Wall St. Rank hold ES as of Q1 2022.

Elmwood Wealth Management reported no remaining Eversource Energy position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 661 Eversource Energy shares in Q1 2022, an estimated $60K.
Elmwood Wealth Management first reported a position in Eversource Energy in Q1 2018 and held it in 13 quarters.
Elmwood Wealth Management's Eversource Energy position peaked at $60K in Q4 2021.
849 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2022.

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