HBC Financial Services’s Edison International EIX Stock Holding History

HBC Financial Services’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
2022 Q1	–	Sell	-600	Closed	-$40K	–	169
2021 Q4	$40K	Hold	600	–	–	0.03%	73
2021 Q3	$34K	Sell	600 -168	-22%	-$9.64K	0.02%	65
2021 Q2	$43K	Hold	768	–	–	0.03%	76
2021 Q1	$47.2K	Hold	768	–	–	0.03%	66
2020 Q4	$48K	Hold	768	–	–	0.04%	68
2020 Q3	$47K	Buy	768 +368	+92%	+$19.6K	0.04%	60
2020 Q2	$30K	Hold	400	–	–	0.03%	77
2020 Q1	$27K	Sell	400 -368	-48%	-$25.5K	0.03%	72
2019 Q4	$58K	Buy	+768	New	+$54.3K	0.05%	62

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 International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

HBC Financial Services's EIX Position: Q1 2022 in Review

HBC Financial Services sold out of Edison International (EIX) in Q1 2022, closing a stake of 600 shares — an estimated $40K sold.

HBC Financial Services first reported a position in EIX in Q4 2019 and held it in 9 quarters. The position peaked at $58K in Q4 2019. 695 funds tracked by Wall St. Rank hold EIX as of Q1 2022.

HBC Financial Services reported no remaining Edison International position as of Q1 2022 after selling out during the quarter.
HBC Financial Services sold 600 Edison International shares in Q1 2022, an estimated $40K.
HBC Financial Services first reported a position in Edison International in Q4 2019 and held it in 9 quarters.
HBC Financial Services's Edison International position peaked at $58K in Q4 2019.
695 funds tracked by Wall St. Rank held Edison International as of Q1 2022.

Based on HBC Financial Services's 13F filing for Q1 2022, filed 11 May 2022.