Halpern Financial’s Consolidated Edison ED Stock Holding History

Halpern Financial’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
2024 Q1	–	Sell	-249	Closed	-$23.2K	–	223
2023 Q4	$23.2K	Buy	+249	New	+$22.2K	0.01%	133

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Halpern Financial's ED Position: Q1 2024 in Review

Halpern Financial sold out of Consolidated Edison (ED) in Q1 2024, closing a stake of 249 shares — an estimated $23.2K sold.

Halpern Financial first reported a position in ED in Q4 2023 and held it in 1 quarter. The position peaked at $23.2K in Q4 2023. 1,143 funds tracked by Wall St. Rank hold ED as of Q1 2024.

Halpern Financial reported no remaining Consolidated Edison position as of Q1 2024 after selling out during the quarter.
Halpern Financial sold 249 Consolidated Edison shares in Q1 2024, an estimated $23.2K.
Halpern Financial first reported a position in Consolidated Edison in Q4 2023 and held it in 1 quarter.
Halpern Financial's Consolidated Edison position peaked at $23.2K in Q4 2023.
1,143 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2024.

Based on Halpern Financial's 13F filing for Q1 2024, filed 9 Apr 2024.