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Waldron Private Wealth’s Consolidated Edison ED Stock Holding History

Waldron Private Wealth’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 		– Sell
-3,249
Closed -$294K – 388
2023
Q2 		$294K Sell
3,249
-168
-5% -$16.1K 0.01% 292
2023
Q1 		$327K Buy
3,417
+758
+29% +$71K 0.02% 313
2022
Q4 		$228K Hold
2,659
– – 0.01% 335
2022
Q3 		$228K Buy
2,659
+30
+1% +$2.89K 0.01% 337
2022
Q2 		$250K Buy
2,629
+296
+13% +$28.2K 0.01% 328
2022
Q1 		$220K Buy
+2,333
New +$202K 0.01% 373
2019
Q3 		– Sell
-6,747
Closed -$591K – 261
2019
Q2 		$591K Sell
6,747
-214
-3% -$18.4K 0.06% 123
2019
Q1 		$590K Sell
6,961
-228
-3% -$18.2K 0.07% 131
2018
Q4 		$549K Buy
+7,189
New +$562K 0.08% 116

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

Waldron Private Wealth's ED Position: Q3 2023 in Review

Waldron Private Wealth sold out of Consolidated Edison (ED) in Q3 2023, closing a stake of 3,249 shares — an estimated $294K sold.

Waldron Private Wealth first reported a position in ED in Q4 2018 and held it in 9 quarters. The position peaked at $591K in Q2 2019. 1,074 funds tracked by Wall St. Rank hold ED as of Q3 2023.

  • Waldron Private Wealth reported no remaining Consolidated Edison position as of Q3 2023 after selling out during the quarter.
  • Waldron Private Wealth sold 3,249 Consolidated Edison shares in Q3 2023, an estimated $294K.
  • Waldron Private Wealth first reported a position in Consolidated Edison in Q4 2018 and held it in 9 quarters.
  • Waldron Private Wealth's Consolidated Edison position peaked at $591K in Q2 2019.
  • 1,074 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2023.

Based on Waldron Private Wealth's 13F filing for Q3 2023, filed 26 Oct 2023.