FormulaFolio Investments’s Edison International EIX Stock Holding History

FormulaFolio Investments’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 Q2	$3K	Buy	+52	New	+$3.02K	﹤0.01%	393
2017 Q3	–	Sell	-8,249	Closed	-$645K	–	226
2017 Q2	$645K	Buy	+8,249	New	+$661K	0.06%	107
2016 Q2	–	Sell	-3,069	Closed	-$221K	–	128
2016 Q1	$221K	Sell	3,069 -14,491	-83%	-$940K	0.04%	117
2015 Q4	$1.04M	Buy	+17,560	New	+$1.07M	0.26%	28

Other funds holding EIX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

FormulaFolio Investments's EIX Position: Q2 2021 in Review

FormulaFolio Investments opened a new position in Edison International (EIX) in Q2 2021: 52 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #393 among its holdings. This is a return to the name: FormulaFolio Investments previously reported a position in EIX as recently as Q2 2017.

FormulaFolio Investments first reported a position in EIX in Q4 2015 and has held it in 4 quarters since. The position peaked at $1.04M in Q4 2015. 622 funds tracked by Wall St. Rank hold EIX as of Q2 2021.

FormulaFolio Investments held 52 shares of Edison International worth $3K as of Q2 2021.
Edison International was a new FormulaFolio Investments position in Q2 2021.
Edison International made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #393 holding.
FormulaFolio Investments first reported a position in Edison International in Q4 2015 and has held it in 4 quarters since.
FormulaFolio Investments's Edison International position peaked at $1.04M in Q4 2015.
622 funds tracked by Wall St. Rank held Edison International as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.