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Koss-Olinger Consulting’s Consolidated Edison ED Stock Holding History

Koss-Olinger Consulting’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
Q4 		– Sell
-2,366
Closed -$202K – 323
2023
Q3 		$202K Hold
2,366
– – 0.03% 250
2023
Q2 		$214K Hold
2,366
– – 0.02% 244
2023
Q1 		$226K Buy
+2,366
New +$222K 0.03% 217

Other funds holding ED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Koss-Olinger Consulting's ED Position: Q4 2023 in Review

Koss-Olinger Consulting sold out of Consolidated Edison (ED) in Q4 2023, closing a stake of 2,366 shares — an estimated $202K sold.

Koss-Olinger Consulting first reported a position in ED in Q1 2023 and held it in 3 quarters. The position peaked at $226K in Q1 2023. 1,148 funds tracked by Wall St. Rank hold ED as of Q4 2023.

  • Koss-Olinger Consulting reported no remaining Consolidated Edison position as of Q4 2023 after selling out during the quarter.
  • Koss-Olinger Consulting sold 2,366 Consolidated Edison shares in Q4 2023, an estimated $202K.
  • Koss-Olinger Consulting first reported a position in Consolidated Edison in Q1 2023 and held it in 3 quarters.
  • Koss-Olinger Consulting's Consolidated Edison position peaked at $226K in Q1 2023.
  • 1,148 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2023.

Based on Koss-Olinger Consulting's 13F filing for Q4 2023, filed 13 Feb 2024.