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Essex Investment Management’s Edison International EIX Stock Holding History

Essex Investment 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
2020
Q3 		– Sell
-500
Closed -$27K – 487
2020
Q2 		$27K Hold
500
– – ﹤0.01% 359
2020
Q1 		$27K Hold
500
– – 0.01% 348
2019
Q4 		$38K Hold
500
– – ﹤0.01% 413
2019
Q3 		$38K Hold
500
– – 0.01% 404
2019
Q2 		$34K Hold
500
– – ﹤0.01% 410
2019
Q1 		$31K Hold
500
– – ﹤0.01% 413
2018
Q4 		$28K Buy
+500
New +$31.1K ﹤0.01% 417

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Essex Investment Management's EIX Position: Q3 2020 in Review

Essex Investment Management sold out of Edison International (EIX) in Q3 2020, closing a stake of 500 shares — an estimated $27K sold.

Essex Investment Management first reported a position in EIX in Q4 2018 and held it in 7 quarters. The position peaked at $38K in Q4 2019. 565 funds tracked by Wall St. Rank hold EIX as of Q3 2020.

  • Essex Investment Management reported no remaining Edison International position as of Q3 2020 after selling out during the quarter.
  • Essex Investment Management sold 500 Edison International shares in Q3 2020, an estimated $27K.
  • Essex Investment Management first reported a position in Edison International in Q4 2018 and held it in 7 quarters.
  • Essex Investment Management's Edison International position peaked at $38K in Q4 2019.
  • 565 funds tracked by Wall St. Rank held Edison International as of Q3 2020.

Based on Essex Investment Management's 13F filing for Q3 2020, filed 12 Nov 2020.