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Hirtle Callaghan & Co’s Consolidated Edison ED Stock Holding History

Hirtle Callaghan & Co’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 		– Sell
-8,000
Closed -$762K – 88
2022
Q4 		$762K Hold
8,000
– – 0.05% 81
2022
Q3 		$686K Buy
+8,000
New +$772K 0.05% 79
2015
Q1 		– Sell
-464
Closed -$31K – 118
2014
Q4 		$31K Hold
464
– – 0.01% 343
2014
Q3 		$26K Hold
464
– – ﹤0.01% 387
2014
Q2 		$27K Hold
464
– – ﹤0.01% 431
2014
Q1 		$25K Hold
464
– – ﹤0.01% 435
2013
Q4 		$26K Hold
464
– – ﹤0.01% 401
2013
Q3 		$26K Buy
+464
New +$26.7K ﹤0.01% 410

Other funds holding ED

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hirtle Callaghan & Co's ED Position: Q1 2023 in Review

Hirtle Callaghan & Co sold out of Consolidated Edison (ED) in Q1 2023, closing a stake of 8,000 shares — an estimated $762K sold.

Hirtle Callaghan & Co first reported a position in ED in Q3 2013 and held it in 8 quarters. The position peaked at $762K in Q4 2022. 1,099 funds tracked by Wall St. Rank hold ED as of Q1 2023.

  • Hirtle Callaghan & Co reported no remaining Consolidated Edison position as of Q1 2023 after selling out during the quarter.
  • Hirtle Callaghan & Co sold 8,000 Consolidated Edison shares in Q1 2023, an estimated $762K.
  • Hirtle Callaghan & Co first reported a position in Consolidated Edison in Q3 2013 and held it in 8 quarters.
  • Hirtle Callaghan & Co's Consolidated Edison position peaked at $762K in Q4 2022.
  • 1,099 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2023.

Based on Hirtle Callaghan & Co's 13F filing for Q1 2023, filed 11 May 2023.