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Disciplined Investments’s Edison International EIX Stock Holding History

Disciplined Investments’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
-26
Closed -$1.81K – 530
2023
Q2 		$1.81K Hold
26
– – ﹤0.01% 705
2023
Q1 		$1.83K Buy
26
+3
+13% +$203 ﹤0.01% 703
2022
Q4 		$1.46K Sell
23
-7
-23% -$430 ﹤0.01% 734
2022
Q3 		$2K Buy
30
+6
+25% +$397 ﹤0.01% 618
2022
Q2 		$2K Hold
24
– – ﹤0.01% 644
2022
Q1 		$2K Buy
+24
New +$1.53K ﹤0.01% 677

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Disciplined Investments's EIX Position: Q3 2023 in Review

Disciplined Investments sold out of Edison International (EIX) in Q3 2023, closing a stake of 26 shares — an estimated $1.81K sold.

Disciplined Investments first reported a position in EIX in Q1 2022 and held it in 6 quarters. The position peaked at $2K in Q3 2022. 762 funds tracked by Wall St. Rank hold EIX as of Q3 2023.

  • Disciplined Investments reported no remaining Edison International position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 26 Edison International shares in Q3 2023, an estimated $1.81K.
  • Disciplined Investments first reported a position in Edison International in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Edison International position peaked at $2K in Q3 2022.
  • 762 funds tracked by Wall St. Rank held Edison International as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.