SFP
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Sterling Financial Planning’s Consolidated Edison ED Stock Holding History

Sterling Financial Planning’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
Q4 		– Sell
-1,506
Closed -$109K – 186
2021
Q3 		$109K Sell
1,506
-132
-8% -$9.86K 0.07% 123
2021
Q2 		$117K Sell
1,638
-130
-7% -$9.98K 0.08% 110
2021
Q1 		$132K Hold
1,768
– – 0.09% 97
2020
Q4 		$128K Buy
+1,768
New +$137K 0.1% 93

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Sterling Financial Planning's ED Position: Q4 2021 in Review

Sterling Financial Planning sold out of Consolidated Edison (ED) in Q4 2021, closing a stake of 1,506 shares — an estimated $109K sold.

Sterling Financial Planning first reported a position in ED in Q4 2020 and held it in 4 quarters. The position peaked at $132K in Q1 2021. 1,018 funds tracked by Wall St. Rank hold ED as of Q4 2021.

  • Sterling Financial Planning reported no remaining Consolidated Edison position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 1,506 Consolidated Edison shares in Q4 2021, an estimated $109K.
  • Sterling Financial Planning first reported a position in Consolidated Edison in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Consolidated Edison position peaked at $132K in Q1 2021.
  • 1,018 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.