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Sonora Investment Management’s Consolidated Edison ED Stock Holding History

Sonora 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
2021
Q3 		$40K Sell
548
-389
-42% -$29K 0.01% 468
2021
Q2 		$67K Hold
937
– – 0.01% 340
2021
Q1 		$70K Hold
937
– – 0.01% 495
2020
Q4 		$68K Hold
937
– – 0.01% 517
2020
Q3 		$73K Buy
937
+48
+5% +$3.54K 0.01% 464
2020
Q2 		$64K Sell
889
-40
-4% -$3.07K 0.01% 431
2020
Q1 		$72K Hold
929
– – 0.01% 375
2019
Q4 		$84K Sell
929
-100
-10% -$8.96K 0.01% 379
2019
Q3 		$97K Buy
1,029
+429
+72% +$38.1K 0.01% 355
2019
Q2 		$53K Buy
600
+500
+500% +$43.1K 0.01% 493
2019
Q1 		$8K Hold
100
– – ﹤0.01% 1114
2018
Q4 		$8K Hold
100
– – ﹤0.01% 921
2018
Q3 		$8K Hold
100
– – ﹤0.01% 942
2018
Q2 		$8K Sell
100
-23
-19% -$1.76K ﹤0.01% 875
2018
Q1 		$9.59K Buy
123
+23
+23% +$1.79K ﹤0.01% 822
2017
Q4 		$8.49K Hold
100
– – ﹤0.01% 846
2017
Q3 		$8.07K Hold
100
– – ﹤0.01% 778
2017
Q2 		$8.08K Hold
100
– – ﹤0.01% 771
2017
Q1 		$7.77K Hold
100
– – ﹤0.01% 737
2016
Q4 		$7.37K Hold
100
– – ﹤0.01% 659
2016
Q3 		$7.53K Hold
100
– – ﹤0.01% 637
2016
Q2 		$8.04K Hold
100
– – ﹤0.01% 628
2016
Q1 		$7.22K Sell
100
-422
-81% -$30K ﹤0.01% 690
2015
Q4 		$34K Buy
522
+9
+2% +$578 0.01% 285
2015
Q3 		$31K Buy
+513
New +$32.4K 0.01% 262

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Sonora Investment Management's ED Position: Q3 2021 in Review

Sonora Investment Management reduced its Consolidated Edison (ED) stake by 42% in Q3 2021, selling an estimated $29K and leaving 548 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #468.

Sonora Investment Management first reported a position in ED in Q3 2015 and has held it in 25 quarters since. The position peaked at $97K in Q3 2019. 935 funds tracked by Wall St. Rank hold ED as of Q3 2021.

  • Sonora Investment Management held 548 shares of Consolidated Edison worth $40K as of Q3 2021.
  • Sonora Investment Management sold 389 Consolidated Edison shares in Q3 2021, an estimated $29K.
  • Consolidated Edison made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #468 holding.
  • Sonora Investment Management first reported a position in Consolidated Edison in Q3 2015 and has held it in 25 quarters since.
  • Sonora Investment Management's Consolidated Edison position peaked at $97K in Q3 2019.
  • 935 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.