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Castleview Partners’s Edison International EIX Stock Holding History

Castleview Partners’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
Q4 		– Sell
-2,993
Closed -$189K – 877
2023
Q3 		$189K Buy
2,993
+548
+22% +$38.2K 0.18% 120
2023
Q2 		$170K Buy
+2,445
New +$172K 0.15% 130
2022
Q1 		– Sell
-14,400
Closed -$211 – 796
2021
Q4 		$211 Buy
+14,400
New +$913K ﹤0.01% 664

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Castleview Partners's EIX Position: Q4 2023 in Review

Castleview Partners sold out of Edison International (EIX) in Q4 2023, closing a stake of 2,993 shares — an estimated $189K sold.

Castleview Partners first reported a position in EIX in Q4 2021 and held it in 3 quarters. The position peaked at $189K in Q3 2023. 786 funds tracked by Wall St. Rank hold EIX as of Q4 2023.

  • Castleview Partners reported no remaining Edison International position as of Q4 2023 after selling out during the quarter.
  • Castleview Partners sold 2,993 Edison International shares in Q4 2023, an estimated $189K.
  • Castleview Partners first reported a position in Edison International in Q4 2021 and held it in 3 quarters.
  • Castleview Partners's Edison International position peaked at $189K in Q3 2023.
  • 786 funds tracked by Wall St. Rank held Edison International as of Q4 2023.

Based on Castleview Partners's 13F filing for Q4 2023, filed 5 Feb 2024.