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Tiedemann Advisors’s Consolidated Edison ED Stock Holding History

Tiedemann 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
2023
Q3 		$791K Hold
9,250
– – 0.03% 137
2023
Q2 		$836K Buy
+9,250
New +$884K 0.04% 128
2021
Q3 		– Sell
-9,361
Closed -$671K – 318
2021
Q2 		$671K Sell
9,361
-8
-0.1% -$614 0.03% 208
2021
Q1 		$701K Sell
9,369
-1,575
-14% -$111K 0.03% 189
2020
Q4 		$790K Buy
10,944
+1,083
+11% +$84.1K 0.04% 169
2020
Q3 		$767K Buy
9,861
+9
+0.1% +$664 0.04% 197
2020
Q2 		$709K Sell
9,852
-850
-8% -$65.3K 0.04% 189
2020
Q1 		$835K Sell
10,702
-8
-0.1% -$702 0.05% 165
2019
Q4 		$969K Buy
10,710
+1,700
+19% +$152K 0.05% 164
2019
Q3 		$851K Hold
9,010
– – 0.04% 186
2019
Q2 		$791K Sell
9,010
-2,285
-20% -$197K 0.04% 173
2019
Q1 		$957K Buy
11,295
+16
+0.1% +$1.28K 0.05% 222
2018
Q4 		$862K Buy
11,279
+2,379
+27% +$186K 0.04% 222
2018
Q3 		$678K Hold
8,900
– – 0.04% 202
2018
Q2 		$694K Hold
8,900
– – 0.04% 201
2018
Q1 		$694K Hold
8,900
– – 0.05% 172
2017
Q4 		$756K Buy
+8,900
New +$765K 0.06% 132
2017
Q3 		– Sell
-9,556
Closed -$772K – 373
2017
Q2 		$772K Buy
9,556
+131
+1% +$10.6K 0.06% 248
2017
Q1 		$732K Buy
+9,425
New +$708K 0.06% 218
2016
Q4 		– Sell
-8,400
Closed -$619K – 325
2016
Q3 		$619K Buy
+8,400
New +$653K 0.13% 86

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Tiedemann Advisors's ED Position: Q3 2023 in Review

Tiedemann Advisors held its Consolidated Edison (ED) position steady in Q3 2023 at 9,250 shares worth $791K. The position accounts for 0.03% of the portfolio, ranked #137.

Tiedemann Advisors first reported a position in ED in Q3 2016 and has held it in 20 quarters since. The position peaked at $969K in Q4 2019. 1,074 funds tracked by Wall St. Rank hold ED as of Q3 2023.

  • Tiedemann Advisors held 9,250 shares of Consolidated Edison worth $791K as of Q3 2023.
  • Tiedemann Advisors left its Consolidated Edison share count unchanged in Q3 2023.
  • Consolidated Edison made up 0.03% of Tiedemann Advisors's portfolio in Q3 2023, its #137 holding.
  • Tiedemann Advisors first reported a position in Consolidated Edison in Q3 2016 and has held it in 20 quarters since.
  • Tiedemann Advisors's Consolidated Edison position peaked at $969K in Q4 2019.
  • 1,074 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.