Bank Julius Baer & Co
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Bank Julius Baer & Co’s Edison International EIX Stock Holding History

Bank Julius Baer & Co’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
2021
Q1 		– Sell
-16
Closed -$1K – 839
2020
Q4 		$1K Sell
16
-5
-24% -$301 ﹤0.01% 800
2020
Q3 		$1K Hold
21
– – ﹤0.01% 724
2020
Q2 		$1K Buy
+21
New +$1.21K ﹤0.01% 666

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Franklin Resources
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Bank Julius Baer & Co's EIX Position: Q1 2021 in Review

Bank Julius Baer & Co sold out of Edison International (EIX) in Q1 2021, closing a stake of 16 shares — an estimated $1K sold.

Bank Julius Baer & Co first reported a position in EIX in Q2 2020 and held it in 3 quarters. The position peaked at $1K in Q4 2020. 630 funds tracked by Wall St. Rank hold EIX as of Q1 2021.

  • Bank Julius Baer & Co reported no remaining Edison International position as of Q1 2021 after selling out during the quarter.
  • Bank Julius Baer & Co sold 16 Edison International shares in Q1 2021, an estimated $1K.
  • Bank Julius Baer & Co first reported a position in Edison International in Q2 2020 and held it in 3 quarters.
  • Bank Julius Baer & Co's Edison International position peaked at $1K in Q4 2020.
  • 630 funds tracked by Wall St. Rank held Edison International as of Q1 2021.

Based on Bank Julius Baer & Co's 13F filing for Q1 2021, filed 10 May 2021.