Elm Advisors’s Edison International EIX Stock Holding History

Elm 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
2021 Q1	–	Sell	-733	Closed	-$46K	–	137
2020 Q4	$46K	Buy	+733	New	+$44.2K	0.03%	167
2018 Q4	–	Sell	-733	Closed	-$50K	–	130
2018 Q3	$50K	Buy	+733	New	+$49K	0.03%	167

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Elm Advisors's EIX Position: Q1 2021 in Review

Elm Advisors sold out of Edison International (EIX) in Q1 2021, closing a stake of 733 shares — an estimated $46K sold.

Elm Advisors first reported a position in EIX in Q3 2018 and held it in 2 quarters. The position peaked at $50K in Q3 2018. 630 funds tracked by Wall St. Rank hold EIX as of Q1 2021.

Elm Advisors reported no remaining Edison International position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 733 Edison International shares in Q1 2021, an estimated $46K.
Elm Advisors first reported a position in Edison International in Q3 2018 and held it in 2 quarters.
Elm Advisors's Edison International position peaked at $50K in Q3 2018.
630 funds tracked by Wall St. Rank held Edison International as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.