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Evelyn V. Moreno’s Consolidated Edison ED Stock Holding History

Evelyn V. Moreno’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
2023
Q4 		$330K Hold
3,633
– – 0.16% 95
2023
Q3 		$311K Sell
3,633
-35
-1% -$3.19K 0.07% 102
2023
Q2 		$332K Hold
3,668
– – 0.07% 87
2023
Q1 		$351K Buy
3,668
+31
+0.9% +$2.9K 0.08% 83
2022
Q4 		$347K Buy
+3,637
New +$331K 0.08% 120

Other funds holding ED

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Evelyn V. Moreno's ED Position: Q4 2023 in Review

Evelyn V. Moreno held its Consolidated Edison (ED) position steady in Q4 2023 at 3,633 shares worth $330K. The position accounts for 0.16% of the portfolio, ranked #95.

Evelyn V. Moreno first reported a position in ED in Q4 2022 and has held it in 5 quarters since. The position peaked at $351K in Q1 2023. 1,148 funds tracked by Wall St. Rank hold ED as of Q4 2023.

  • Evelyn V. Moreno held 3,633 shares of Consolidated Edison worth $330K as of Q4 2023.
  • Evelyn V. Moreno left its Consolidated Edison share count unchanged in Q4 2023.
  • Consolidated Edison made up 0.16% of Evelyn V. Moreno's portfolio in Q4 2023, its #95 holding.
  • Evelyn V. Moreno first reported a position in Consolidated Edison in Q4 2022 and has held it in 5 quarters since.
  • Evelyn V. Moreno's Consolidated Edison position peaked at $351K in Q1 2023.
  • 1,148 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.