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 $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

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

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

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

Goelzer Investment Management's EIX Position: Q2 2023 in Review

Goelzer Investment Management sold out of Edison International (EIX) in Q2 2023, closing a stake of 20,079 shares — an estimated $1.42M sold.

Goelzer Investment Management first reported a position in EIX in Q4 2020 and held it in 10 quarters. The position peaked at $2.78M in Q4 2020. 754 funds tracked by Wall St. Rank hold EIX as of Q2 2023.

Goelzer Investment Management reported no remaining Edison International position as of Q2 2023 after selling out during the quarter.
Goelzer Investment Management sold 20,079 Edison International shares in Q2 2023, an estimated $1.42M.
Goelzer Investment Management first reported a position in Edison International in Q4 2020 and held it in 10 quarters.
Goelzer Investment Management's Edison International position peaked at $2.78M in Q4 2020.
754 funds tracked by Wall St. Rank held Edison International as of Q2 2023.

Based on Goelzer Investment Management's 13F filing for Q2 2023, filed 27 Jul 2023.