Freestone Capital Holdings’s Edison International EIX Stock Holding History

Freestone Capital Holdings’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 Q1	–	Sell	-3,749	Closed	-$239K	–	383
2022 Q4	$239K	Buy	3,749 +3	+0.1%	+$184	0.01%	318
2022 Q3	$212K	Sell	3,746 -16	-0.4%	-$1.06K	0.01%	335
2022 Q2	$238K	Sell	3,762 -3,408	-48%	-$231K	0.01%	361
2022 Q1	$503K	Buy	+7,170	New	+$458K	0.02%	346
2021 Q1	–	Sell	-518	Closed	-$32.5K	–	595
2020 Q4	$32.5K	Buy	518 +500	+2,778%	+$30.1K	﹤0.01%	645
2020 Q3	$915	Buy	+18	New	+$958	﹤0.01%	1130
2018 Q1	–	Sell	-4,500	Closed	-$285K	–	345
2017 Q4	$285K	Sell	4,500 -21	-0.5%	-$1.6K	0.02%	306
2017 Q3	$349K	Buy	+4,521	New	+$358K	0.02%	284
2014 Q1	–	Sell	-5,283	Closed	-$245K	–	250
2013 Q4	$245K	Sell	5,283 -34,414	-87%	-$1.63M	0.04%	247
2013 Q3	$1.81M	Buy	+39,697	New	+$1.88M	0.32%	55

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Freestone Capital Holdings's EIX Position: Q1 2023 in Review

Freestone Capital Holdings sold out of Edison International (EIX) in Q1 2023, closing a stake of 3,749 shares — an estimated $239K sold.

Freestone Capital Holdings first reported a position in EIX in Q3 2013 and held it in 10 quarters. The position peaked at $1.81M in Q3 2013. 747 funds tracked by Wall St. Rank hold EIX as of Q1 2023.

Freestone Capital Holdings reported no remaining Edison International position as of Q1 2023 after selling out during the quarter.
Freestone Capital Holdings sold 3,749 Edison International shares in Q1 2023, an estimated $239K.
Freestone Capital Holdings first reported a position in Edison International in Q3 2013 and held it in 10 quarters.
Freestone Capital Holdings's Edison International position peaked at $1.81M in Q3 2013.
747 funds tracked by Wall St. Rank held Edison International as of Q1 2023.

Based on Freestone Capital Holdings's 13F filing for Q1 2023, filed 12 May 2023.