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Sargent Bickham Lagudis’s Consolidated Edison ED Stock Holding History

Sargent Bickham Lagudis’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 		$16.2K Sell
170
-512
-75% -$46.6K ﹤0.01% 648
2022
Q3 		$58K Buy
+682
New +$65.8K 0.01% 384
2017
Q4 		– Sell
-500
Closed -$40K – 799
2017
Q3 		$40K Hold
500
– – 0.01% 402
2017
Q2 		$40K Hold
500
– – 0.01% 391
2017
Q1 		$39K Hold
500
– – 0.01% 397
2016
Q4 		$37K Hold
500
– – 0.01% 384
2016
Q3 		$38 Buy
+500
New +$38.8K 0.01% 396

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
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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Sargent Bickham Lagudis's ED Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its Consolidated Edison (ED) stake by 75% in Q4 2022, selling an estimated $46.6K and leaving 170 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #648.

Sargent Bickham Lagudis first reported a position in ED in Q3 2016 and has held it in 7 quarters since. The position peaked at $58K in Q3 2022. 1,100 funds tracked by Wall St. Rank hold ED as of Q4 2022.

  • Sargent Bickham Lagudis held 170 shares of Consolidated Edison worth $16.2K as of Q4 2022.
  • Sargent Bickham Lagudis sold 512 Consolidated Edison shares in Q4 2022, an estimated $46.6K.
  • Consolidated Edison made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #648 holding.
  • Sargent Bickham Lagudis first reported a position in Consolidated Edison in Q3 2016 and has held it in 7 quarters since.
  • Sargent Bickham Lagudis's Consolidated Edison position peaked at $58K in Q3 2022.
  • 1,100 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.