Echo Street Capital Management’s Edison International EIX Stock Holding History

Echo Street Capital 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	-12,304	Closed	-$779K	–	140
2023 Q3	$779K	Buy	12,304 +5,893	+92%	+$411K	0.01%	178
2023 Q2	$445K	Buy	6,411 +1,782	+38%	+$125K	﹤0.01%	291
2023 Q1	$327K	Buy	4,629 +827	+22%	+$55.9K	﹤0.01%	361
2022 Q4	$242K	Sell	3,802 -2,014	-35%	-$124K	﹤0.01%	439
2022 Q3	$329K	Sell	5,816 -2,622	-31%	-$174K	﹤0.01%	375
2022 Q2	$534K	Buy	+8,438	New	+$572K	﹤0.01%	300
2022 Q1	–	Sell	-17,093	Closed	-$1.17M	–	647
2021 Q4	$1.17M	Buy	17,093 +9,069	+113%	+$575K	0.01%	215
2021 Q3	$445K	Buy	+8,024	New	+$460K	﹤0.01%	443
2021 Q2	–	Sell	-6,267	Closed	-$367K	–	631
2021 Q1	$367K	Sell	6,267 -6,524	-51%	-$383K	﹤0.01%	384
2020 Q4	$804K	Buy	+12,791	New	+$771K	0.01%	193

Other funds holding EIX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Echo Street Capital Management's EIX Position: Q4 2023 in Review

Echo Street Capital Management sold out of Edison International (EIX) in Q4 2023, closing a stake of 12,304 shares — an estimated $779K sold.

Echo Street Capital Management first reported a position in EIX in Q4 2020 and held it in 10 quarters. The position peaked at $1.17M in Q4 2021. 787 funds tracked by Wall St. Rank hold EIX as of Q4 2023.

Echo Street Capital Management reported no remaining Edison International position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 12,304 Edison International shares in Q4 2023, an estimated $779K.
Echo Street Capital Management first reported a position in Edison International in Q4 2020 and held it in 10 quarters.
Echo Street Capital Management's Edison International position peaked at $1.17M in Q4 2021.
787 funds tracked by Wall St. Rank held Edison International as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.