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Aperio Group’s Edison International EIX Stock Holding History

Aperio Group’s Portfolio EIX Stock Details EIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$11M Buy
175,601
+31,930
+22% +$1.92M 0.03% 510
2020
Q3 		$7.3M Sell
143,671
-21,916
-13% -$1.17M 0.02% 588
2020
Q2 		$8.99M Sell
165,587
-4,360
-3% -$251K 0.03% 496
2020
Q1 		$9.31M Sell
169,947
-34,602
-17% -$2.4M 0.04% 433
2019
Q4 		$15.4M Buy
204,549
+1,861
+0.9% +$132K 0.06% 370
2019
Q3 		$15.3M Buy
202,688
+14,020
+7% +$1.01M 0.06% 352
2019
Q2 		$12.7M Sell
188,668
-7,397
-4% -$459K 0.05% 402
2019
Q1 		$12.1M Sell
196,065
-4,573
-2% -$273K 0.05% 392
2018
Q4 		$11.4M Sell
200,638
-4,856
-2% -$302K 0.06% 364
2018
Q3 		$13.9M Buy
205,494
+7,316
+4% +$489K 0.06% 345
2018
Q2 		$12.5M Sell
198,178
-17,977
-8% -$1.12M 0.06% 364
2018
Q1 		$13.8M Buy
216,155
+68,446
+46% +$4.22M 0.07% 332
2017
Q4 		$9.34M Sell
147,709
-1,912
-1% -$146K 0.05% 438
2017
Q3 		$11.5M Buy
149,621
+3,597
+2% +$285K 0.07% 354
2017
Q2 		$11.4M Buy
146,024
+11,593
+9% +$929K 0.07% 336
2017
Q1 		$10.7M Buy
134,431
+9,554
+8% +$725K 0.07% 323
2016
Q4 		$8.99M Sell
124,877
-22,497
-15% -$1.59M 0.07% 337
2016
Q3 		$10.6M Sell
147,374
-759
-0.5% -$56.9K 0.08% 300
2016
Q2 		$11.5M Buy
148,133
+25,183
+20% +$1.81M 0.09% 260
2016
Q1 		$8.84M Buy
122,950
+7,451
+6% +$483K 0.08% 302
2015
Q4 		$6.84M Buy
115,499
+15,431
+15% +$943K 0.06% 349
2015
Q3 		$6.31M Buy
100,068
+20,404
+26% +$1.21M 0.06% 360
2015
Q2 		$4.43M Buy
79,664
+2,654
+3% +$159K 0.05% 453
2015
Q1 		$4.81M Buy
77,010
+6,758
+10% +$441K 0.05% 417
2014
Q4 		$4.6M Buy
70,252
+2,407
+4% +$150K 0.06% 405
2014
Q3 		$3.79M Buy
67,845
+1,750
+3% +$100K 0.05% 424
2014
Q2 		$3.84M Buy
66,095
+3,926
+6% +$220K 0.06% 404
2014
Q1 		$3.52M Buy
+62,169
New +$3.1M 0.05% 492
2013
Q4 		– Sell
-54,336
Closed -$2.57M – 556
2013
Q3 		$2.5M Buy
54,336
+6,309
+13% +$298K 0.05% 496
2013
Q2 		$2.31M Buy
+48,027
New +$2.37M 0.05% 442

Other funds holding EIX

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Aperio Group's EIX Position: Q4 2020 in Review

Aperio Group increased its Edison International (EIX) stake by 22% in Q4 2020, buying an estimated $1.92M and bringing the position to 175,601 shares worth $11M. The position accounts for 0.03% of the portfolio, ranked #510.

Aperio Group first reported a position in EIX in Q2 2013 and has held it in 30 quarters since. The position peaked at $15.4M in Q4 2019. 623 funds tracked by Wall St. Rank hold EIX as of Q4 2020.

  • Aperio Group held 175,601 shares of Edison International worth $11M as of Q4 2020.
  • Aperio Group bought 31,930 Edison International shares in Q4 2020, an estimated $1.92M.
  • Edison International made up 0.03% of Aperio Group's portfolio in Q4 2020, its #510 holding.
  • Aperio Group first reported a position in Edison International in Q2 2013 and has held it in 30 quarters since.
  • Aperio Group's Edison International position peaked at $15.4M in Q4 2019.
  • 623 funds tracked by Wall St. Rank held Edison International as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.