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Mid Atlantic Financial Management’s Consolidated Edison ED Stock Holding History

Mid Atlantic Financial Management’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
2021
Q3 		$776K Sell
10,697
-936
-8% -$69.9K 0.05% 324
2021
Q2 		$834K Buy
11,633
+253
+2% +$19.4K 0.06% 299
2021
Q1 		$851K Buy
11,380
+284
+3% +$20K 0.06% 281
2020
Q4 		$802K Buy
11,096
+89
+0.8% +$6.91K 0.06% 276
2020
Q3 		$873K Buy
11,007
+378
+4% +$27.9K 0.08% 235
2020
Q2 		$765K Sell
10,629
-551
-5% -$42.3K 0.07% 237
2020
Q1 		$872K Sell
11,180
-588
-5% -$51.6K 0.1% 186
2019
Q4 		$1.06M Buy
11,768
+4,675
+66% +$419K 0.1% 204
2019
Q3 		$670K Buy
7,093
+145
+2% +$12.9K 0.07% 286
2019
Q2 		$609K Sell
6,948
-498
-7% -$42.9K 0.06% 323
2019
Q1 		$631K Buy
7,446
+293
+4% +$23.4K 0.07% 310
2018
Q4 		$547K Buy
+7,153
New +$559K 0.07% 307

Other funds holding ED

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Mid Atlantic Financial Management's ED Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its Consolidated Edison (ED) stake by 8% in Q3 2021, selling an estimated $69.9K and leaving 10,697 shares worth $776K. The position accounts for 0.05% of the portfolio, ranked #324.

Mid Atlantic Financial Management first reported a position in ED in Q4 2018 and has held it in 12 quarters since. The position peaked at $1.06M in Q4 2019. 934 funds tracked by Wall St. Rank hold ED as of Q3 2021.

  • Mid Atlantic Financial Management held 10,697 shares of Consolidated Edison worth $776K as of Q3 2021.
  • Mid Atlantic Financial Management sold 936 Consolidated Edison shares in Q3 2021, an estimated $69.9K.
  • Consolidated Edison made up 0.05% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #324 holding.
  • Mid Atlantic Financial Management first reported a position in Consolidated Edison in Q4 2018 and has held it in 12 quarters since.
  • Mid Atlantic Financial Management's Consolidated Edison position peaked at $1.06M in Q4 2019.
  • 934 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.