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Perpetual Investment Management’s Consolidated Edison ED Stock Holding History

Perpetual Investment 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
2022
Q4 		$210K Buy
+2,200
New +$200K 0.03% 204
2022
Q3 		– Sell
-2,200
Closed -$209K – 213
2022
Q2 		$209K Buy
+2,200
New +$209K 0.03% 208
2021
Q2 		– Sell
-3,173
Closed -$237K – 218
2021
Q1 		$237K Hold
3,173
– – 0.04% 189
2020
Q4 		$225K Buy
+3,173
New +$246K 0.03% 204

Other funds holding ED

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Perpetual Investment Management's ED Position: Q4 2022 in Review

Perpetual Investment Management opened a new position in Consolidated Edison (ED) in Q4 2022: 2,200 shares worth $210K. The stake represents 0.03% of the portfolio and ranks #204 among its holdings. This is a return to the name: Perpetual Investment Management previously reported a position in ED as recently as Q2 2022.

Perpetual Investment Management first reported a position in ED in Q4 2020 and has held it in 4 quarters since. The position peaked at $237K in Q1 2021. 1,101 funds tracked by Wall St. Rank hold ED as of Q4 2022.

  • Perpetual Investment Management held 2,200 shares of Consolidated Edison worth $210K as of Q4 2022.
  • Consolidated Edison was a new Perpetual Investment Management position in Q4 2022.
  • Consolidated Edison made up 0.03% of Perpetual Investment Management's portfolio in Q4 2022, its #204 holding.
  • Perpetual Investment Management first reported a position in Consolidated Edison in Q4 2020 and has held it in 4 quarters since.
  • Perpetual Investment Management's Consolidated Edison position peaked at $237K in Q1 2021.
  • 1,101 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2022.

Based on Perpetual Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.