Lebenthal Global Advisors’s Consolidated Edison ED Stock Holding History

Lebenthal Global 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
2024 Q4	–	Sell	-2,008	Closed	-$209K	–	198
2024 Q3	$209K	Buy	+2,008	New	+$199K	0.04%	177
2022 Q3	–	Sell	-2,501	Closed	-$237K	–	121
2022 Q2	$237K	Hold	2,501	–	–	0.11%	116
2022 Q1	$236K	Buy	+2,501	New	+$216K	0.1%	133
2021 Q1	–	Sell	-1,128	Closed	-$81K	–	247
2020 Q4	$81K	Buy	+1,128	New	+$87.6K	0.06%	195

Other funds holding ED

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Lebenthal Global Advisors's ED Position: Q4 2024 in Review

Lebenthal Global Advisors sold out of Consolidated Edison (ED) in Q4 2024, closing a stake of 2,008 shares — an estimated $209K sold.

Lebenthal Global Advisors first reported a position in ED in Q4 2020 and held it in 4 quarters. The position peaked at $237K in Q2 2022. 1,227 funds tracked by Wall St. Rank hold ED as of Q4 2024.

Lebenthal Global Advisors reported no remaining Consolidated Edison position as of Q4 2024 after selling out during the quarter.
Lebenthal Global Advisors sold 2,008 Consolidated Edison shares in Q4 2024, an estimated $209K.
Lebenthal Global Advisors first reported a position in Consolidated Edison in Q4 2020 and held it in 4 quarters.
Lebenthal Global Advisors's Consolidated Edison position peaked at $237K in Q2 2022.
1,227 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2024.

Based on Lebenthal Global Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.