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Karpas Strategies’s Consolidated Edison ED Stock Holding History

Karpas Strategies’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
Q2 		– Sell
-2,155
Closed -$206K – 121
2023
Q1 		$206K Hold
2,155
– – 0.07% 116
2022
Q4 		$205K Buy
+2,155
New +$196K 0.07% 114
2022
Q3 		– Sell
-2,155
Closed -$205K – 114
2022
Q2 		$205K Hold
2,155
– – 0.07% 112
2022
Q1 		$204K Buy
+2,155
New +$186K 0.06% 120

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Karpas Strategies's ED Position: Q2 2023 in Review

Karpas Strategies sold out of Consolidated Edison (ED) in Q2 2023, closing a stake of 2,155 shares — an estimated $206K sold.

Karpas Strategies first reported a position in ED in Q1 2022 and held it in 4 quarters. The position peaked at $206K in Q1 2023. 1,112 funds tracked by Wall St. Rank hold ED as of Q2 2023.

  • Karpas Strategies reported no remaining Consolidated Edison position as of Q2 2023 after selling out during the quarter.
  • Karpas Strategies sold 2,155 Consolidated Edison shares in Q2 2023, an estimated $206K.
  • Karpas Strategies first reported a position in Consolidated Edison in Q1 2022 and held it in 4 quarters.
  • Karpas Strategies's Consolidated Edison position peaked at $206K in Q1 2023.
  • 1,112 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2023.

Based on Karpas Strategies's 13F filing for Q2 2023, filed 10 Aug 2023.