Horan Capital Advisors’s Consolidated Edison ED Stock Holding History

Horan Capital Advisors’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
2020 Q4	–	Sell	-438	Closed	-$34K	–	137
2020 Q3	$34K	Buy	+438	New	+$32.3K	0.02%	194
2020 Q1	–	Sell	-438	Closed	-$40K	–	123
2019 Q4	$40K	Hold	438	–	–	0.02%	159
2019 Q3	$41K	Buy	+438	New	+$38.9K	0.03%	159
2019 Q2	–	Sell	-438	Closed	-$37K	–	119
2019 Q1	$37K	Buy	+438	New	+$35K	0.02%	153
2017 Q4	–	Sell	-450	Closed	-$36K	–	128
2017 Q3	$36K	Buy	+450	New	+$37.3K	0.02%	177

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Horan Capital Advisors's ED Position: Q4 2020 in Review

Horan Capital Advisors sold out of Consolidated Edison (ED) in Q4 2020, closing a stake of 438 shares — an estimated $34K sold.

Horan Capital Advisors first reported a position in ED in Q3 2017 and held it in 5 quarters. The position peaked at $41K in Q3 2019. 967 funds tracked by Wall St. Rank hold ED as of Q4 2020.

Horan Capital Advisors reported no remaining Consolidated Edison position as of Q4 2020 after selling out during the quarter.
Horan Capital Advisors sold 438 Consolidated Edison shares in Q4 2020, an estimated $34K.
Horan Capital Advisors first reported a position in Consolidated Edison in Q3 2017 and held it in 5 quarters.
Horan Capital Advisors's Consolidated Edison position peaked at $41K in Q3 2019.
967 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2020.

Based on Horan Capital Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.