HCA
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Horan Capital Advisors’s Eversource Energy ES Stock Holding History

Horan Capital Advisors’s Portfolio ES Stock Details ES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,000
Closed -$84K – 143
2020
Q3 		$84K Buy
+1,000
New +$85.6K 0.05% 135

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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

Horan Capital Advisors sold out of Eversource Energy (ES) in Q4 2020, closing a stake of 1,000 shares — an estimated $84K sold.

Horan Capital Advisors first reported a position in ES in Q3 2020 and held it in 1 quarter. The position peaked at $84K in Q3 2020. 807 funds tracked by Wall St. Rank hold ES as of Q4 2020.

  • Horan Capital Advisors reported no remaining Eversource Energy position as of Q4 2020 after selling out during the quarter.
  • Horan Capital Advisors sold 1,000 Eversource Energy shares in Q4 2020, an estimated $84K.
  • Horan Capital Advisors first reported a position in Eversource Energy in Q3 2020 and held it in 1 quarter.
  • Horan Capital Advisors's Eversource Energy position peaked at $84K in Q3 2020.
  • 807 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2020.

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