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Kaizen Advisory’s Consolidated Edison ED Stock Holding History

Kaizen Advisory’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
2018
Q4 		$66K Buy
867
+152
+21% +$11.9K 0.05% 274
2018
Q3 		$54K Hold
715
– – 0.03% 320
2018
Q2 		$56K Buy
715
+417
+140% +$31.9K 0.03% 307
2018
Q1 		$23K Hold
298
– – 0.02% 303
2017
Q4 		$25K Buy
+298
New +$25.6K 0.01% 285

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Kaizen Advisory's ED Position: Q4 2018 in Review

Kaizen Advisory increased its Consolidated Edison (ED) stake by 21% in Q4 2018, buying an estimated $11.9K and bringing the position to 867 shares worth $66K. The position accounts for 0.05% of the portfolio, ranked #274.

Kaizen Advisory first reported a position in ED in Q4 2017 and has held it in 5 quarters since. 911 funds tracked by Wall St. Rank hold ED as of Q4 2018.

  • Kaizen Advisory held 867 shares of Consolidated Edison worth $66K as of Q4 2018.
  • Kaizen Advisory bought 152 Consolidated Edison shares in Q4 2018, an estimated $11.9K.
  • Consolidated Edison made up 0.05% of Kaizen Advisory's portfolio in Q4 2018, its #274 holding.
  • Kaizen Advisory first reported a position in Consolidated Edison in Q4 2017 and has held it in 5 quarters since.
  • 911 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.