Lehman & Derafelo Financial Resources’s Consolidated Edison ED Stock Holding History

Lehman & Derafelo Financial Resources’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
2022 Q4	$260K	Hold	2,724	–	–	0.08%	93
2022 Q3	$234K	Hold	2,724	–	–	0.07%	86
2022 Q2	$259K	Sell	2,724 -250	-8%	-$23.8K	0.08%	88
2022 Q1	$282K	Hold	2,974	–	–	0.08%	89
2021 Q4	$254K	Hold	2,974	–	–	0.08%	91
2021 Q3	$216K	Buy	2,974 +83	+3%	+$6.2K	0.07%	99
2021 Q2	$207K	Hold	2,891	–	–	0.06%	117
2021 Q1	$216K	Sell	2,891 -350	-11%	-$24.6K	0.06%	113
2020 Q4	$234K	Hold	3,241	–	–	0.07%	99
2020 Q3	$252K	Sell	3,241 -650	-17%	-$48K	0.08%	106
2020 Q2	$280K	Hold	3,891	–	–	0.1%	93
2020 Q1	$303K	Hold	3,891	–	–	0.13%	69
2019 Q4	$352K	Buy	3,891 +96	+3%	+$8.6K	0.13%	72
2019 Q3	$359K	Sell	3,795 -55	-1%	-$4.88K	0.14%	68
2019 Q2	$342K	Hold	3,850	–	–	0.14%	69
2019 Q1	$327K	Buy	3,850 +100	+3%	+$7.99K	0.14%	69
2018 Q4	$287K	Buy	+3,750	New	+$293K	0.14%	66

Other funds holding ED

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Lehman & Derafelo Financial Resources's ED Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources held its Consolidated Edison (ED) position steady in Q4 2022 at 2,724 shares worth $260K. The position accounts for 0.08% of the portfolio, ranked #93.

Lehman & Derafelo Financial Resources first reported a position in ED in Q4 2018 and has held it in 17 quarters since. The position peaked at $359K in Q3 2019. 1,100 funds tracked by Wall St. Rank hold ED as of Q4 2022.

Lehman & Derafelo Financial Resources held 2,724 shares of Consolidated Edison worth $260K as of Q4 2022.
Lehman & Derafelo Financial Resources left its Consolidated Edison share count unchanged in Q4 2022.
Consolidated Edison made up 0.08% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #93 holding.
Lehman & Derafelo Financial Resources first reported a position in Consolidated Edison in Q4 2018 and has held it in 17 quarters since.
Lehman & Derafelo Financial Resources's Consolidated Edison position peaked at $359K in Q3 2019.
1,100 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.