Buckingham Strategic Wealth’s Edison International EIX Stock Holding History

Buckingham Strategic Wealth’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
2024 Q2	$216K	Buy	3,006 +78	+3%	+$5.65K	﹤0.01%	689
2024 Q1	$207K	Sell	2,928 -189	-6%	-$12.9K	﹤0.01%	697
2023 Q4	$223K	Sell	3,117 -122	-4%	-$8.02K	﹤0.01%	656
2023 Q3	$205K	Buy	3,239 +283	+10%	+$19.7K	﹤0.01%	627
2023 Q2	$205K	Buy	+2,956	New	+$208K	﹤0.01%	635
2019 Q3	–	Sell	-3,620	Closed	-$244K	–	441
2019 Q2	$244K	Buy	+3,620	New	+$225K	0.03%	380

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

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

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

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

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

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

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

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

Buckingham Strategic Wealth's EIX Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Edison International (EIX) stake by 2.7% in Q2 2024, buying an estimated $5.65K and bringing the position to 3,006 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #689.

Buckingham Strategic Wealth first reported a position in EIX in Q2 2019 and has held it in 6 quarters since. The position peaked at $244K in Q2 2019. 810 funds tracked by Wall St. Rank hold EIX as of Q2 2024.

Buckingham Strategic Wealth held 3,006 shares of Edison International worth $216K as of Q2 2024.
Buckingham Strategic Wealth bought 78 Edison International shares in Q2 2024, an estimated $5.65K.
Edison International made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #689 holding.
Buckingham Strategic Wealth first reported a position in Edison International in Q2 2019 and has held it in 6 quarters since.
Buckingham Strategic Wealth's Edison International position peaked at $244K in Q2 2019.
810 funds tracked by Wall St. Rank held Edison International as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.