Nadler Financial Group’s Consolidated Edison ED Stock Holding History

Nadler Financial Group’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
2023 Q3	–	Sell	-2,535	Closed	-$229K	–	111
2023 Q2	$229K	Hold	2,535	–	–	0.03%	100
2023 Q1	$243K	Hold	2,535	–	–	0.04%	95
2022 Q4	$242K	Hold	2,535	–	–	0.04%	96
2022 Q3	$217K	Hold	2,535	–	–	0.04%	91
2022 Q2	$241K	Hold	2,535	–	–	0.04%	90
2022 Q1	$240K	Sell	2,535 -765	-23%	-$66.1K	0.04%	101
2021 Q4	$282K	Hold	3,300	–	–	0.04%	99
2021 Q3	$240K	Sell	3,300 -710	-18%	-$53K	0.04%	103
2021 Q2	$288K	Hold	4,010	–	–	0.05%	96
2021 Q1	$300K	Hold	4,010	–	–	0.05%	86
2020 Q4	$290K	Hold	4,010	–	–	0.06%	82
2020 Q3	$312K	Hold	4,010	–	–	0.07%	76
2020 Q2	$288K	Hold	4,010	–	–	0.07%	78
2020 Q1	$313K	Hold	4,010	–	–	0.1%	62
2019 Q4	$363K	Hold	4,010	–	–	0.09%	63
2019 Q3	$379K	Hold	4,010	–	–	0.11%	57
2019 Q2	$352K	Hold	4,010	–	–	0.1%	62
2019 Q1	$340K	Hold	4,010	–	–	0.11%	58
2018 Q4	$307K	Hold	4,010	–	–	0.1%	60
2018 Q3	$306K	Hold	4,010	–	–	0.08%	67
2018 Q2	$313K	Hold	4,010	–	–	0.09%	64
2018 Q1	$313K	Sell	4,010 -1,331	-25%	-$103K	0.1%	62
2017 Q4	$454K	Buy	+5,341	New	+$459K	0.14%	52

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

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

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

Norges Bank Oslo, Norway $935B AUM

Nadler Financial Group's ED Position: Q3 2023 in Review

Nadler Financial Group sold out of Consolidated Edison (ED) in Q3 2023, closing a stake of 2,535 shares — an estimated $229K sold.

Nadler Financial Group first reported a position in ED in Q4 2017 and held it in 23 quarters. The position peaked at $454K in Q4 2017. 1,074 funds tracked by Wall St. Rank hold ED as of Q3 2023.

Nadler Financial Group reported no remaining Consolidated Edison position as of Q3 2023 after selling out during the quarter.
Nadler Financial Group sold 2,535 Consolidated Edison shares in Q3 2023, an estimated $229K.
Nadler Financial Group first reported a position in Consolidated Edison in Q4 2017 and held it in 23 quarters.
Nadler Financial Group's Consolidated Edison position peaked at $454K in Q4 2017.
1,074 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2023.

Based on Nadler Financial Group's 13F filing for Q3 2023, filed 24 Oct 2023.