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Keudell/Morrison Wealth Management’s Consolidated Edison ED Stock Holding History

Keudell/Morrison Wealth Management’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
2021
Q2 		– Sell
-3,700
Closed -$277K – 171
2021
Q1 		$277K Hold
3,700
– – 0.16% 137
2020
Q4 		$267K Buy
+3,700
New +$287K 0.17% 130

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Keudell/Morrison Wealth Management's ED Position: Q2 2021 in Review

Keudell/Morrison Wealth Management sold out of Consolidated Edison (ED) in Q2 2021, closing a stake of 3,700 shares — an estimated $277K sold.

Keudell/Morrison Wealth Management first reported a position in ED in Q4 2020 and held it in 2 quarters. The position peaked at $277K in Q1 2021. 964 funds tracked by Wall St. Rank hold ED as of Q2 2021.

  • Keudell/Morrison Wealth Management reported no remaining Consolidated Edison position as of Q2 2021 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 3,700 Consolidated Edison shares in Q2 2021, an estimated $277K.
  • Keudell/Morrison Wealth Management first reported a position in Consolidated Edison in Q4 2020 and held it in 2 quarters.
  • Keudell/Morrison Wealth Management's Consolidated Edison position peaked at $277K in Q1 2021.
  • 964 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2021.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2021, filed 13 Jul 2021.