IMS Capital Management’s Edison International EIX Stock Holding History

IMS Capital 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
2024 Q1	–	Sell	-5,005	Closed	-$358K	–	149
2023 Q4	$358K	Buy	+5,005	New	+$329K	0.18%	105
2023 Q2	–	Sell	-4,805	Closed	-$339K	–	134
2023 Q1	$339K	Buy	+4,805	New	+$325K	0.2%	107
2022 Q4	–	Sell	-4,905	Closed	-$278K	–	143
2022 Q3	$278K	Buy	+4,905	New	+$325K	0.19%	109
2022 Q2	–	Sell	-5,555	Closed	-$389K	–	146
2022 Q1	$389K	Buy	+5,555	New	+$355K	0.21%	98
2021 Q4	–	Sell	-5,200	Closed	-$288K	–	142
2021 Q3	$288K	Buy	+5,200	New	+$298K	0.17%	104
2021 Q2	–	Sell	-3,700	Closed	-$217K	–	133
2021 Q1	$217K	Sell	3,700 -400	-10%	-$23.5K	0.14%	113
2020 Q4	$258K	Buy	+4,100	New	+$247K	0.16%	106

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

IMS Capital Management's EIX Position: Q1 2024 in Review

IMS Capital Management sold out of Edison International (EIX) in Q1 2024, closing a stake of 5,005 shares — an estimated $358K sold.

IMS Capital Management first reported a position in EIX in Q4 2020 and held it in 7 quarters. The position peaked at $389K in Q1 2022. 779 funds tracked by Wall St. Rank hold EIX as of Q1 2024.

IMS Capital Management reported no remaining Edison International position as of Q1 2024 after selling out during the quarter.
IMS Capital Management sold 5,005 Edison International shares in Q1 2024, an estimated $358K.
IMS Capital Management first reported a position in Edison International in Q4 2020 and held it in 7 quarters.
IMS Capital Management's Edison International position peaked at $389K in Q1 2022.
779 funds tracked by Wall St. Rank held Edison International as of Q1 2024.

Based on IMS Capital Management's 13F filing for Q1 2024, filed 13 Jun 2024.