Goelzer Investment Management’s Edison International EIX Stock Holding History

Goelzer 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
2023 Q2	–	Sell	-20,079	Closed	-$1.42M	–	224
2023 Q1	$1.42M	Sell	20,079 -11,917	-37%	-$805K	0.12%	133
2022 Q4	$2.04M	Sell	31,996 -3,425	-10%	-$210K	0.17%	125
2022 Q3	$2M	Sell	35,421 -835	-2%	-$55.3K	0.2%	122
2022 Q2	$2.29M	Sell	36,256 -1,430	-4%	-$96.9K	0.22%	120
2022 Q1	$2.64M	Sell	37,686 -2,138	-5%	-$137K	0.23%	118
2021 Q4	$2.72M	Sell	39,824 -1,727	-4%	-$109K	0.22%	124
2021 Q3	$2.31M	Sell	41,551 -1,583	-4%	-$90.8K	0.2%	136
2021 Q2	$2.49M	Sell	43,134 -464	-1%	-$27K	0.21%	131
2021 Q1	$2.56M	Sell	43,598 -617	-1%	-$36.2K	0.23%	125
2020 Q4	$2.78M	Buy	+44,215	New	+$2.66M	0.26%	116

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return