EVM
EIX icon

Evelyn V. Moreno’s Edison International EIX Stock Holding History

Evelyn V. Moreno’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 		$234K Hold
3,270
– – 0.11% 124
2023
Q3 		$207K Hold
3,270
– – 0.05% 131
2023
Q2 		$227K Hold
3,270
– – 0.05% 114
2023
Q1 		$231K Hold
3,270
– – 0.05% 109
2022
Q4 		$208K Sell
3,270
-2,180
-40% -$134K 0.05% 155
2022
Q3 		$308K Hold
5,450
– – 0.14% 117
2022
Q2 		$345K Hold
5,450
– – 0.08% 116
2022
Q1 		$382K Buy
+5,450
New +$348K 0.08% 72

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Evelyn V. Moreno's EIX Position: Q4 2023 in Review

Evelyn V. Moreno held its Edison International (EIX) position steady in Q4 2023 at 3,270 shares worth $234K. The position accounts for 0.11% of the portfolio, ranked #124.

Evelyn V. Moreno first reported a position in EIX in Q1 2022 and has held it in 8 quarters since. The position peaked at $382K in Q1 2022. 786 funds tracked by Wall St. Rank hold EIX as of Q4 2023.

  • Evelyn V. Moreno held 3,270 shares of Edison International worth $234K as of Q4 2023.
  • Evelyn V. Moreno left its Edison International share count unchanged in Q4 2023.
  • Edison International made up 0.11% of Evelyn V. Moreno's portfolio in Q4 2023, its #124 holding.
  • Evelyn V. Moreno first reported a position in Edison International in Q1 2022 and has held it in 8 quarters since.
  • Evelyn V. Moreno's Edison International position peaked at $382K in Q1 2022.
  • 786 funds tracked by Wall St. Rank held Edison International as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.