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Ecofin Advisors’s Edison International EIX Stock Holding History

Ecofin Advisors’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
2020
Q4 		$25.3M Buy
403,359
+89,661
+29% +$5.4M 10.62% 2
2020
Q3 		$15.9M Buy
313,698
+47,277
+18% +$2.52M 7.71% 2
2020
Q2 		$14.5M Buy
266,421
+223,985
+528% +$12.9M 7.93% 3
2020
Q1 		$2.33M Buy
42,436
+11,574
+38% +$802K 1.59% 24
2019
Q4 		$2.33M Sell
30,862
-7,247
-19% -$513K 1.11% 28
2019
Q3 		$2.87M Buy
+38,109
New +$2.74M 1.3% 23
2017
Q4 		– Sell
-38,061
Closed -$2.94M – 32
2017
Q3 		$2.94M Buy
38,061
+7,334
+24% +$580K 0.7% 29
2017
Q2 		$2.4M Buy
30,727
+179
+0.6% +$14.3K 0.57% 31
2017
Q1 		$2.43M Sell
30,548
-19,367
-39% -$1.47M 0.64% 28
2016
Q4 		$3.59M Hold
49,915
– – 0.99% 20
2016
Q3 		$3.61M Sell
49,915
-63,015
-56% -$4.73M 0.93% 23
2016
Q2 		$8.77M Sell
112,930
-101,325
-47% -$7.27M 1.72% 16
2016
Q1 		$15.4M Buy
214,255
+23,123
+12% +$1.5M 2.56% 16
2015
Q4 		$11.3M Buy
191,132
+91,353
+92% +$5.58M 1.9% 19
2015
Q3 		$6.29M Buy
+99,779
New +$5.92M 1.21% 24

Other funds holding EIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ecofin Advisors's EIX Position: Q4 2020 in Review

Ecofin Advisors increased its Edison International (EIX) stake by 29% in Q4 2020, buying an estimated $5.4M and bringing the position to 403,359 shares worth $25.3M. The position accounts for 10.62% of the portfolio, ranked #2.

Ecofin Advisors first reported a position in EIX in Q3 2015 and has held it in 15 quarters since. 624 funds tracked by Wall St. Rank hold EIX as of Q4 2020.

  • Ecofin Advisors held 403,359 shares of Edison International worth $25.3M as of Q4 2020.
  • Ecofin Advisors bought 89,661 Edison International shares in Q4 2020, an estimated $5.4M.
  • Edison International made up 10.62% of Ecofin Advisors's portfolio in Q4 2020, its #2 holding.
  • Ecofin Advisors first reported a position in Edison International in Q3 2015 and has held it in 15 quarters since.
  • 624 funds tracked by Wall St. Rank held Edison International as of Q4 2020.

Based on Ecofin Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.