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Contravisory Investment Management’s Edison International EIX Stock Holding History

Contravisory Investment 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
2023
Q4 		– Sell
-97,783
Closed -$6.19M – 378
2023
Q3 		$6.19M Sell
97,783
-3,047
-3% -$212K 1.75% 28
2023
Q2 		$7M Buy
100,830
+1,940
+2% +$137K 1.85% 22
2023
Q1 		$6.98M Buy
98,890
+292
+0.3% +$19.7K 1.97% 15
2022
Q4 		$6.27M Buy
98,598
+1,973
+2% +$121K 1.74% 30
2022
Q3 		$5.47M Buy
96,625
+5,934
+7% +$393K 1.82% 26
2022
Q2 		$5.74M Buy
90,691
+502
+0.6% +$34K 1.86% 26
2022
Q1 		$6.32M Buy
+90,189
New +$5.76M 1.79% 25
2017
Q4 		– Sell
-37
Closed -$3K – 462
2017
Q3 		$3K Buy
+37
New +$2.93K ﹤0.01% 327
2017
Q2 		– Sell
-37
Closed -$3K – 177
2017
Q1 		$3K Hold
37
– – ﹤0.01% 244
2016
Q4 		$3K Hold
37
– – ﹤0.01% 233
2016
Q3 		$3K Buy
+37
New +$2.78K ﹤0.01% 226
2015
Q3 		– Sell
-100
Closed -$6K – 165
2015
Q2 		$6K Hold
100
– – ﹤0.01% 164
2015
Q1 		$6K Hold
100
– – ﹤0.01% 145
2014
Q4 		$7K Hold
100
– – ﹤0.01% 141
2014
Q3 		$6K Hold
100
– – ﹤0.01% 132
2014
Q2 		$6K Hold
100
– – ﹤0.01% 129
2014
Q1 		$6K Hold
100
– – ﹤0.01% 136
2013
Q4 		$5K Hold
100
– – ﹤0.01% 113
2013
Q3 		$5K Hold
100
– – ﹤0.01% 106
2013
Q2 		$5K Buy
+100
New +$4.94K ﹤0.01% 114

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

Contravisory Investment Management's EIX Position: Q4 2023 in Review

Contravisory Investment Management sold out of Edison International (EIX) in Q4 2023, closing a stake of 97,783 shares — an estimated $6.19M sold.

Contravisory Investment Management first reported a position in EIX in Q2 2013 and held it in 20 quarters. The position peaked at $7M in Q2 2023. 786 funds tracked by Wall St. Rank hold EIX as of Q4 2023.

  • Contravisory Investment Management reported no remaining Edison International position as of Q4 2023 after selling out during the quarter.
  • Contravisory Investment Management sold 97,783 Edison International shares in Q4 2023, an estimated $6.19M.
  • Contravisory Investment Management first reported a position in Edison International in Q2 2013 and held it in 20 quarters.
  • Contravisory Investment Management's Edison International position peaked at $7M in Q2 2023.
  • 786 funds tracked by Wall St. Rank held Edison International as of Q4 2023.

Based on Contravisory Investment Management's 13F filing for Q4 2023, filed 11 Jan 2024.