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Gladstone Institutional Advisory’s Edison International EIX Stock Holding History

Gladstone Institutional Advisory’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
2024
Q3 		– Sell
-3,859
Closed -$277K – 699
2024
Q2 		$277K Sell
3,859
-273
-7% -$19.8K 0.01% 563
2024
Q1 		$292K Sell
4,132
-367
-8% -$25.1K 0.02% 535
2023
Q4 		$322K Buy
4,499
+661
+17% +$43.4K 0.02% 507
2023
Q3 		$243K Buy
3,838
+747
+24% +$52K 0.02% 535
2023
Q2 		$215K Buy
+3,091
New +$217K 0.01% 590

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Gladstone Institutional Advisory's EIX Position: Q3 2024 in Review

Gladstone Institutional Advisory sold out of Edison International (EIX) in Q3 2024, closing a stake of 3,859 shares — an estimated $277K sold.

Gladstone Institutional Advisory first reported a position in EIX in Q2 2023 and held it in 5 quarters. The position peaked at $322K in Q4 2023. 874 funds tracked by Wall St. Rank hold EIX as of Q3 2024.

  • Gladstone Institutional Advisory reported no remaining Edison International position as of Q3 2024 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 3,859 Edison International shares in Q3 2024, an estimated $277K.
  • Gladstone Institutional Advisory first reported a position in Edison International in Q2 2023 and held it in 5 quarters.
  • Gladstone Institutional Advisory's Edison International position peaked at $322K in Q4 2023.
  • 874 funds tracked by Wall St. Rank held Edison International as of Q3 2024.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2024, filed 28 Oct 2024.