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Jackson Creek Investment Advisors’s Consolidated Edison ED Stock Holding History

Jackson Creek Investment 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
2023
Q3 		– Sell
-4,095
Closed -$370K – 318
2023
Q2 		$370K Buy
+4,095
New +$392K 0.15% 268

Other funds holding ED

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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

Jackson Creek Investment Advisors's ED Position: Q3 2023 in Review

Jackson Creek Investment Advisors sold out of Consolidated Edison (ED) in Q3 2023, closing a stake of 4,095 shares — an estimated $370K sold.

Jackson Creek Investment Advisors first reported a position in ED in Q2 2023 and held it in 1 quarter. The position peaked at $370K in Q2 2023. 1,074 funds tracked by Wall St. Rank hold ED as of Q3 2023.

  • Jackson Creek Investment Advisors reported no remaining Consolidated Edison position as of Q3 2023 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 4,095 Consolidated Edison shares in Q3 2023, an estimated $370K.
  • Jackson Creek Investment Advisors first reported a position in Consolidated Edison in Q2 2023 and held it in 1 quarter.
  • Jackson Creek Investment Advisors's Consolidated Edison position peaked at $370K in Q2 2023.
  • 1,074 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2023.

Based on Jackson Creek Investment Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.