Meritage Portfolio Management’s Consolidated Edison ED Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-29,024
Closed -$2.63M 198
2019
Q4
$2.63M Sell
29,024
-493
-2% -$44.2K 0.23% 150
2019
Q3
$2.79M Buy
+29,517
New +$2.62M 0.26% 132

Other funds holding ED

Meritage Portfolio Management's ED Position: Q1 2020 in Review

Meritage Portfolio Management sold out of Consolidated Edison (ED) in Q1 2020, closing a stake of 29,024 shares — an estimated $2.63M sold.

Meritage Portfolio Management first reported a position in ED in Q3 2019 and held it in 2 quarters. The position peaked at $2.79M in Q3 2019. 922 funds tracked by Wall St. Rank hold ED as of Q1 2020.

  • Meritage Portfolio Management reported no remaining Consolidated Edison position as of Q1 2020 after selling out during the quarter.
  • Meritage Portfolio Management sold 29,024 Consolidated Edison shares in Q1 2020, an estimated $2.63M.
  • Meritage Portfolio Management first reported a position in Consolidated Edison in Q3 2019 and held it in 2 quarters.
  • Meritage Portfolio Management's Consolidated Edison position peaked at $2.79M in Q3 2019.
  • 922 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2020.

Based on Meritage Portfolio Management's 13F filing for Q1 2020, filed 27 Apr 2020.