HighTower Trust’s Consolidated Edison ED Stock Holding History

HighTower Trust’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 Q1	$725K	Buy	8,000 +19	+0.2%	+$1.78K	0.07%	129
2022 Q4	$766K	Buy	7,981 +256	+3%	+$23.3K	0.07%	123
2022 Q3	$662K	Buy	+7,725	New	+$745K	0.07%	123
2022 Q2	–	Sell	-4,295	Closed	-$407K	–	266
2022 Q1	$407K	Buy	4,295 +53	+1%	+$4.58K	0.04%	171
2021 Q4	$362K	Buy	+4,242	New	+$333K	0.04%	178

Other funds holding ED

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

HighTower Trust's ED Position: Q1 2023 in Review

HighTower Trust increased its Consolidated Edison (ED) stake by 0.24% in Q1 2023, buying an estimated $1.78K and bringing the position to 8,000 shares worth $725K. The position accounts for 0.07% of the portfolio, ranked #129.

HighTower Trust first reported a position in ED in Q4 2021 and has held it in 5 quarters since. The position peaked at $766K in Q4 2022. 1,100 funds tracked by Wall St. Rank hold ED as of Q1 2023.

HighTower Trust held 8,000 shares of Consolidated Edison worth $725K as of Q1 2023.
HighTower Trust bought 19 Consolidated Edison shares in Q1 2023, an estimated $1.78K.
Consolidated Edison made up 0.07% of HighTower Trust's portfolio in Q1 2023, its #129 holding.
HighTower Trust first reported a position in Consolidated Edison in Q4 2021 and has held it in 5 quarters since.
HighTower Trust's Consolidated Edison position peaked at $766K in Q4 2022.
1,100 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2023.

Based on HighTower Trust's 13F filing for Q1 2023, filed 21 Apr 2023.