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Berman Capital Advisors’s Edison International EIX Stock Holding History

Berman Capital Advisors’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 		$48K Buy
870
+276
+46% +$15.8K 0.01% 688
2021
Q2 		$34K Buy
594
+53
+10% +$3.08K 0.01% 722
2021
Q1 		$31K Buy
541
+3
+0.6% +$176 0.01% 640
2020
Q4 		$33K Buy
538
+28
+5% +$1.69K 0.01% 522
2020
Q3 		$25K Buy
510
+207
+68% +$11K 0.01% 520
2020
Q2 		$15K Sell
303
-6
-2% -$345 ﹤0.01% 620
2020
Q1 		$16K Sell
309
-211
-41% -$14.6K 0.01% 546
2019
Q4 		$39K Hold
520
– – 0.01% 368
2019
Q3 		$39K Buy
520
+21
+4% +$1.51K 0.01% 352
2019
Q2 		$33K Buy
499
+5
+1% +$310 0.01% 390
2019
Q1 		$30K Buy
494
+97
+24% +$5.79K 0.01% 360
2018
Q4 		$22K Buy
+397
New +$24.7K 0.01% 368

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Berman Capital Advisors's EIX Position: Q3 2021 in Review

Berman Capital Advisors increased its Edison International (EIX) stake by 46% in Q3 2021, buying an estimated $15.8K and bringing the position to 870 shares worth $48K. The position accounts for 0.01% of the portfolio, ranked #688.

Berman Capital Advisors first reported a position in EIX in Q4 2018 and has held it in 12 quarters since. 630 funds tracked by Wall St. Rank hold EIX as of Q3 2021.

  • Berman Capital Advisors held 870 shares of Edison International worth $48K as of Q3 2021.
  • Berman Capital Advisors bought 276 Edison International shares in Q3 2021, an estimated $15.8K.
  • Edison International made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #688 holding.
  • Berman Capital Advisors first reported a position in Edison International in Q4 2018 and has held it in 12 quarters since.
  • 630 funds tracked by Wall St. Rank held Edison International as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.