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Baron Wealth Management’s Edison International EIX Stock Holding History

Baron Wealth Management’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
2023
Q4 		– Sell
-3,323
Closed -$210K – 177
2023
Q3 		$210K Hold
3,323
– – 0.13% 129
2023
Q2 		$231K Sell
3,323
-53
-2% -$3.73K 0.15% 119
2023
Q1 		$238K Buy
3,376
+63
+2% +$4.25K 0.17% 109
2022
Q4 		$211K Buy
+3,313
New +$203K 0.16% 122

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baron Wealth Management's EIX Position: Q4 2023 in Review

Baron Wealth Management sold out of Edison International (EIX) in Q4 2023, closing a stake of 3,323 shares — an estimated $210K sold.

Baron Wealth Management first reported a position in EIX in Q4 2022 and held it in 4 quarters. The position peaked at $238K in Q1 2023. 786 funds tracked by Wall St. Rank hold EIX as of Q4 2023.

  • Baron Wealth Management reported no remaining Edison International position as of Q4 2023 after selling out during the quarter.
  • Baron Wealth Management sold 3,323 Edison International shares in Q4 2023, an estimated $210K.
  • Baron Wealth Management first reported a position in Edison International in Q4 2022 and held it in 4 quarters.
  • Baron Wealth Management's Edison International position peaked at $238K in Q1 2023.
  • 786 funds tracked by Wall St. Rank held Edison International as of Q4 2023.

Based on Baron Wealth Management's 13F filing for Q4 2023, filed 4 Jan 2024.