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SRH Advisors’s Consolidated Edison ED Stock Holding History

SRH Advisors’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
2024
Q1 		– Sell
-80
Closed -$7.28K – 314
2023
Q4 		$7.28K Hold
80
– – ﹤0.01% 237
2023
Q3 		$6.84K Hold
80
– – ﹤0.01% 225
2023
Q2 		$7.65K Hold
80
– – ﹤0.01% 215
2023
Q1 		$8K Hold
80
– – ﹤0.01% 213
2022
Q4 		$8K Hold
80
– – ﹤0.01% 212
2022
Q3 		$7K Hold
80
– – 0.01% 226
2022
Q2 		$8K Hold
80
– – 0.01% 218
2022
Q1 		$8K Hold
80
– – 0.01% 227
2021
Q4 		$7K Hold
80
– – 0.01% 240
2021
Q3 		$6K Hold
80
– – 0.01% 240
2021
Q2 		$6K Sell
80
-600
-88% -$46.1K 0.01% 243
2021
Q1 		$51K Hold
680
– – 0.07% 116
2020
Q4 		$49K Buy
680
+600
+750% +$46.6K 0.08% 111
2020
Q3 		$6K Buy
+80
New +$5.9K 0.01% 212

Other funds holding ED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

SRH Advisors's ED Position: Q1 2024 in Review

SRH Advisors sold out of Consolidated Edison (ED) in Q1 2024, closing a stake of 80 shares — an estimated $7.28K sold.

SRH Advisors first reported a position in ED in Q3 2020 and held it in 14 quarters. The position peaked at $51K in Q1 2021. 1,143 funds tracked by Wall St. Rank hold ED as of Q1 2024.

  • SRH Advisors reported no remaining Consolidated Edison position as of Q1 2024 after selling out during the quarter.
  • SRH Advisors sold 80 Consolidated Edison shares in Q1 2024, an estimated $7.28K.
  • SRH Advisors first reported a position in Consolidated Edison in Q3 2020 and held it in 14 quarters.
  • SRH Advisors's Consolidated Edison position peaked at $51K in Q1 2021.
  • 1,143 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2024.

Based on SRH Advisors's 13F filing for Q1 2024, filed 26 Apr 2024.