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Bellevue Asset Management’s Edison International EIX Stock Holding History

Bellevue Asset 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
2021
Q3 		– Sell
-100
Closed -$6K – 585
2021
Q2 		$6K Sell
100
-208
-68% -$12.1K ﹤0.01% 357
2021
Q1 		$18K Hold
308
– – 0.01% 297
2020
Q4 		$18K Hold
308
– – 0.01% 291
2020
Q3 		$16K Buy
308
+8
+3% +$426 0.01% 281
2020
Q2 		$16K Buy
300
+38
+15% +$2.19K 0.02% 283
2020
Q1 		$16K Buy
262
+162
+162% +$11.2K 0.02% 287
2019
Q4 		$8K Buy
+100
New +$7.08K 0.01% 327

Other funds holding EIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bellevue Asset Management's EIX Position: Q3 2021 in Review

Bellevue Asset Management sold out of Edison International (EIX) in Q3 2021, closing a stake of 100 shares — an estimated $6K sold.

Bellevue Asset Management first reported a position in EIX in Q4 2019 and held it in 7 quarters. The position peaked at $18K in Q1 2021. 631 funds tracked by Wall St. Rank hold EIX as of Q3 2021.

  • Bellevue Asset Management reported no remaining Edison International position as of Q3 2021 after selling out during the quarter.
  • Bellevue Asset Management sold 100 Edison International shares in Q3 2021, an estimated $6K.
  • Bellevue Asset Management first reported a position in Edison International in Q4 2019 and held it in 7 quarters.
  • Bellevue Asset Management's Edison International position peaked at $18K in Q1 2021.
  • 631 funds tracked by Wall St. Rank held Edison International as of Q3 2021.

Based on Bellevue Asset Management's 13F filing for Q3 2021, filed 5 Nov 2021.