Bollard Group’s Edison International EIX Stock Holding History

Bollard Group’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 Q3	–	Sell	-15	Closed	-$1K	–	468
2023 Q2	$1K	Buy	+15	New	+$1.05K	﹤0.01%	589

Other funds holding EIX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bollard Group's EIX Position: Q3 2023 in Review

Bollard Group sold out of Edison International (EIX) in Q3 2023, closing a stake of 15 shares — an estimated $1K sold.

Bollard Group first reported a position in EIX in Q2 2023 and held it in 1 quarter. The position peaked at $1K in Q2 2023. 762 funds tracked by Wall St. Rank hold EIX as of Q3 2023.

Bollard Group reported no remaining Edison International position as of Q3 2023 after selling out during the quarter.
Bollard Group sold 15 Edison International shares in Q3 2023, an estimated $1K.
Bollard Group first reported a position in Edison International in Q2 2023 and held it in 1 quarter.
Bollard Group's Edison International position peaked at $1K in Q2 2023.
762 funds tracked by Wall St. Rank held Edison International as of Q3 2023.

Based on Bollard Group's 13F filing for Q3 2023, filed 14 Nov 2023.