Lee Financial’s Consolidated Edison ED Stock Holding History

Lee Financial’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 Q1	–	Sell	-185	Closed	-$16.8K	–	354
2023 Q4	$16.8K	Buy	185 +38	+26%	+$3.4K	﹤0.01%	348
2023 Q3	$12.6K	Hold	147	–	–	﹤0.01%	378
2023 Q2	$13.3K	Hold	147	–	–	﹤0.01%	369
2023 Q1	$14.1K	Sell	147 -5	-3%	-$468	﹤0.01%	365
2022 Q4	$14.5K	Hold	152	–	–	﹤0.01%	401
2022 Q3	$13K	Sell	152 -2	-1%	-$193	﹤0.01%	393
2022 Q2	$15K	Sell	154 -46	-23%	-$4.38K	﹤0.01%	377
2022 Q1	$19K	Hold	200	–	–	﹤0.01%	344
2021 Q4	$17K	Hold	200	–	–	﹤0.01%	397
2021 Q3	$15K	Hold	200	–	–	﹤0.01%	368
2021 Q2	$14K	Hold	200	–	–	﹤0.01%	365
2021 Q1	$15K	Buy	+200	New	+$14.1K	﹤0.01%	341
2018 Q3	–	Sell	-968	Closed	-$75K	–	533
2018 Q2	$75K	Sell	968 -995	-51%	-$76K	0.02%	231
2018 Q1	$153K	Buy	+1,963	New	+$153K	0.04%	174

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Lee Financial's ED Position: Q1 2024 in Review

Lee Financial sold out of Consolidated Edison (ED) in Q1 2024, closing a stake of 185 shares — an estimated $16.8K sold.

Lee Financial first reported a position in ED in Q1 2018 and held it in 14 quarters. The position peaked at $153K in Q1 2018. 1,143 funds tracked by Wall St. Rank hold ED as of Q1 2024.

Lee Financial reported no remaining Consolidated Edison position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 185 Consolidated Edison shares in Q1 2024, an estimated $16.8K.
Lee Financial first reported a position in Consolidated Edison in Q1 2018 and held it in 14 quarters.
Lee Financial's Consolidated Edison position peaked at $153K in Q1 2018.
1,143 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.