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Stonebridge Financial Planning Group’s Consolidated Edison ED Stock Holding History

Stonebridge Financial Planning Group’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
Q1 		– Sell
-100
Closed -$8K – 175
2021
Q4 		$8K Hold
100
– – ﹤0.01% 347
2021
Q3 		$8K Hold
100
– – ﹤0.01% 357
2021
Q2 		$7K Hold
100
– – ﹤0.01% 369
2021
Q1 		$8K Hold
100
– – ﹤0.01% 365
2020
Q4 		$7K Hold
100
– – ﹤0.01% 342
2020
Q3 		$8K Hold
100
– – 0.01% 326
2020
Q2 		$7K Hold
100
– – 0.01% 332
2020
Q1 		$8K Hold
100
– – 0.01% 321
2019
Q4 		$9K Buy
+100
New +$8.96K 0.01% 298

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
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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Stonebridge Financial Planning Group's ED Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Consolidated Edison (ED) in Q1 2022, closing a stake of 100 shares — an estimated $8K sold.

Stonebridge Financial Planning Group first reported a position in ED in Q4 2019 and held it in 9 quarters. The position peaked at $9K in Q4 2019. 1,069 funds tracked by Wall St. Rank hold ED as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining Consolidated Edison position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 100 Consolidated Edison shares in Q1 2022, an estimated $8K.
  • Stonebridge Financial Planning Group first reported a position in Consolidated Edison in Q4 2019 and held it in 9 quarters.
  • Stonebridge Financial Planning Group's Consolidated Edison position peaked at $9K in Q4 2019.
  • 1,069 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.