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Belpointe Asset Management’s Edison International EIX Stock Holding History

Belpointe 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
2026
Q1 		$411K Buy
+5,611
New +$378K 0.02% 757
2023
Q2 		– Sell
-3,462
Closed -$244K – 1356
2023
Q1 		$244K Buy
3,462
+1,189
+52% +$80.3K 0.01% 840
2022
Q4 		$145K Sell
2,273
-312
-12% -$19.1K 0.01% 1039
2022
Q3 		$146K Buy
2,585
+362
+16% +$24K 0.01% 977
2022
Q2 		$141K Sell
2,223
-47
-2% -$3.19K 0.01% 963
2022
Q1 		$159K Sell
2,270
-34
-1% -$2.17K 0.01% 1006
2021
Q4 		$157K Buy
2,304
+345
+18% +$21.9K 0.01% 994
2021
Q3 		$108K Sell
1,959
-183
-9% -$10.5K 0.01% 1122
2021
Q2 		$124K Buy
+2,142
New +$125K 0.01% 1035
2019
Q3 		– Sell
-7,108
Closed -$479K – 684
2019
Q2 		$479K Buy
+7,108
New +$441K 0.09% 239

Other funds holding EIX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return