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IRON Financial’s Consolidated Edison ED Stock Holding History

IRON 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
2023
Q3 		– Sell
-8,383
Closed -$758K – 104
2023
Q2 		$758K Sell
8,383
-167
-2% -$16K 0.41% 46
2023
Q1 		$818K Buy
8,550
+361
+4% +$33.8K 0.45% 44
2022
Q4 		$781K Sell
8,189
-217
-3% -$19.7K 0.45% 50
2022
Q3 		$721K Buy
8,406
+829
+11% +$80K 0.4% 49
2022
Q2 		$721K Buy
7,577
+132
+2% +$12.6K 0.38% 46
2022
Q1 		$705K Buy
+7,445
New +$643K 0.32% 48

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

IRON Financial's ED Position: Q3 2023 in Review

IRON Financial sold out of Consolidated Edison (ED) in Q3 2023, closing a stake of 8,383 shares — an estimated $758K sold.

IRON Financial first reported a position in ED in Q1 2022 and held it in 6 quarters. The position peaked at $818K in Q1 2023. 1,074 funds tracked by Wall St. Rank hold ED as of Q3 2023.

  • IRON Financial reported no remaining Consolidated Edison position as of Q3 2023 after selling out during the quarter.
  • IRON Financial sold 8,383 Consolidated Edison shares in Q3 2023, an estimated $758K.
  • IRON Financial first reported a position in Consolidated Edison in Q1 2022 and held it in 6 quarters.
  • IRON Financial's Consolidated Edison position peaked at $818K in Q1 2023.
  • 1,074 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2023.

Based on IRON Financial's 13F filing for Q3 2023, filed 31 Oct 2023.