TFS
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TrustCore Financial Services’s Consolidated Edison ED Stock Holding History

TrustCore Financial Services’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
Q4 		$28.8K Buy
302
+52
+21% +$4.73K ﹤0.01% 549
2022
Q3 		$21K Hold
250
– – ﹤0.01% 608
2022
Q2 		$24K Hold
250
– – ﹤0.01% 598
2022
Q1 		$24K Buy
+250
New +$21.6K ﹤0.01% 618
2018
Q1 		– Sell
-9
Closed -$1K – 700
2017
Q4 		$1K Buy
+9
New +$773 ﹤0.01% 646

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

TrustCore Financial Services's ED Position: Q4 2022 in Review

TrustCore Financial Services increased its Consolidated Edison (ED) stake by 21% in Q4 2022, buying an estimated $4.73K and bringing the position to 302 shares worth $28.8K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

TrustCore Financial Services first reported a position in ED in Q4 2017 and has held it in 5 quarters since. 1,100 funds tracked by Wall St. Rank hold ED as of Q4 2022.

  • TrustCore Financial Services held 302 shares of Consolidated Edison worth $28.8K as of Q4 2022.
  • TrustCore Financial Services bought 52 Consolidated Edison shares in Q4 2022, an estimated $4.73K.
  • Consolidated Edison made up ﹤0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #549 holding.
  • TrustCore Financial Services first reported a position in Consolidated Edison in Q4 2017 and has held it in 5 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.