Lenox Wealth Advisors’s Consolidated Edison ED Stock Holding History

Lenox Wealth 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
2022 Q1	$70K	Buy	714 +14	+2%	+$1.21K	0.01%	204
2021 Q4	$60K	Hold	700	–	–	0.01%	231
2021 Q3	$51K	Hold	700	–	–	0.01%	229
2021 Q2	$50K	Buy	+700	New	+$53.7K	0.01%	232
2020 Q1	–	Sell	-2	Closed	–	–	808
2019 Q4	$0	Buy	+2	New	+$179	﹤0.01%	749
2019 Q1	–	Sell	-2,863	Closed	-$219K	–	609
2018 Q4	$219K	Buy	+2,863	New	+$224K	0.05%	59
2016 Q4	–	Sell	-2,863	Closed	-$216K	–	133
2016 Q3	$216K	Hold	2,863	–	–	0.06%	33
2016 Q2	$230K	Hold	2,863	–	–	0.07%	33
2016 Q1	$219K	Hold	2,863	–	–	0.07%	34
2015 Q4	$184K	Hold	2,863	–	–	0.06%	38
2015 Q3	$191K	Hold	2,863	–	–	0.07%	35
2015 Q2	$166K	Hold	2,863	–	–	0.07%	35
2015 Q1	$175K	Hold	2,863	–	–	0.07%	37
2014 Q4	$189K	Hold	2,863	–	–	0.08%	35
2014 Q3	$162K	Hold	2,863	–	–	0.07%	31
2014 Q2	$162K	Hold	2,863	–	–	0.07%	23
2014 Q1	$152K	Buy	2,863 +2,089	+270%	+$113K	0.09%	23
2013 Q4	$43K	Hold	774	–	–	0.03%	71
2013 Q3	$43K	Hold	774	–	–	0.04%	38
2013 Q2	$45K	Buy	+774	New	+$46.5K	0.05%	36

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Lenox Wealth Advisors's ED Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Consolidated Edison (ED) stake by 2% in Q1 2022, buying an estimated $1.21K and bringing the position to 714 shares worth $70K. The position accounts for 0.01% of the portfolio, ranked #204.

Lenox Wealth Advisors first reported a position in ED in Q2 2013 and has held it in 20 quarters since. The position peaked at $230K in Q2 2016. 1,070 funds tracked by Wall St. Rank hold ED as of Q1 2022.

Lenox Wealth Advisors held 714 shares of Consolidated Edison worth $70K as of Q1 2022.
Lenox Wealth Advisors bought 14 Consolidated Edison shares in Q1 2022, an estimated $1.21K.
Consolidated Edison made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #204 holding.
Lenox Wealth Advisors first reported a position in Consolidated Edison in Q2 2013 and has held it in 20 quarters since.
Lenox Wealth Advisors's Consolidated Edison position peaked at $230K in Q2 2016.
1,070 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.