CSat Investment Advisory’s Edison International EIX Stock Holding History

CSat Investment Advisory’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 Q1	$37K	Buy	639 +248	+63%	+$14.6K	0.03%	265
2020 Q4	$25K	Sell	391 -3,085	-89%	-$186K	0.02%	298
2020 Q3	$177K	Sell	3,476 -4,304	-55%	-$229K	0.02%	300
2020 Q2	$422K	Buy	7,780 +2,347	+43%	+$135K	0.05%	197
2020 Q1	$298K	Buy	5,433 +176	+3%	+$12.2K	0.06%	187
2019 Q4	$397K	Sell	5,257 -264	-5%	-$18.7K	0.1%	175
2019 Q3	$416K	Sell	5,521 -585	-10%	-$42.1K	0.13%	145
2019 Q2	$411K	Buy	6,106 +2,692	+79%	+$167K	0.15%	111
2019 Q1	$211K	Buy	3,414 +492	+17%	+$29.4K	0.11%	123
2018 Q4	$166K	Sell	2,922 -114	-4%	-$7.09K	0.1%	109
2018 Q3	$205K	Buy	3,036 +153	+5%	+$10.2K	0.12%	108
2018 Q2	$182K	Buy	+2,883	New	+$180K	0.1%	118

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

CSat Investment Advisory's EIX Position: Q1 2021 in Review

CSat Investment Advisory increased its Edison International (EIX) stake by 63% in Q1 2021, buying an estimated $14.6K and bringing the position to 639 shares worth $37K. The position accounts for 0.03% of the portfolio, ranked #265.

CSat Investment Advisory first reported a position in EIX in Q2 2018 and has held it in 12 quarters since. The position peaked at $422K in Q2 2020. 629 funds tracked by Wall St. Rank hold EIX as of Q1 2021.

CSat Investment Advisory held 639 shares of Edison International worth $37K as of Q1 2021.
CSat Investment Advisory bought 248 Edison International shares in Q1 2021, an estimated $14.6K.
Edison International made up 0.03% of CSat Investment Advisory's portfolio in Q1 2021, its #265 holding.
CSat Investment Advisory first reported a position in Edison International in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Edison International position peaked at $422K in Q2 2020.
629 funds tracked by Wall St. Rank held Edison International as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.