Institutional & Family Asset Management’s Edison International EIX Stock Holding History

Institutional & Family Asset 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 Q2	$6.1K	Sell	85 -15	-15%	-$1.09K	﹤0.01%	476
2024 Q1	$7.07K	Sell	100 -33	-25%	-$2.26K	﹤0.01%	455
2023 Q4	$9.51K	Buy	133 +3	+2%	+$197	﹤0.01%	399
2023 Q3	$8.23K	Hold	130	–	–	﹤0.01%	403
2023 Q2	$9.03K	Buy	130 +22	+20%	+$1.55K	﹤0.01%	399
2023 Q1	$7.62K	Hold	108	–	–	﹤0.01%	410
2022 Q4	$6.87K	Hold	108	–	–	﹤0.01%	418
2022 Q3	$6K	Hold	108	–	–	﹤0.01%	448
2022 Q2	$7K	Sell	108 -19	-15%	-$1.29K	﹤0.01%	434
2022 Q1	$9K	Hold	127	–	–	﹤0.01%	454
2021 Q4	$9K	Hold	127	–	–	﹤0.01%	454
2021 Q3	$7K	Hold	127	–	–	﹤0.01%	606
2021 Q2	$7K	Hold	127	–	–	﹤0.01%	649
2021 Q1	$7K	Hold	127	–	–	﹤0.01%	616
2020 Q4	$8K	Sell	127 -114	-47%	-$6.87K	﹤0.01%	569
2020 Q3	$12K	Hold	241	–	–	﹤0.01%	462
2020 Q2	$13K	Buy	241 +114	+90%	+$6.56K	﹤0.01%	453
2020 Q1	$7K	Buy	127 +48	+61%	+$3.33K	﹤0.01%	492
2019 Q4	$6K	Buy	79 +6	+8%	+$425	﹤0.01%	569
2019 Q3	$6K	Buy	+73	New	+$5.25K	﹤0.01%	533

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 $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Institutional & Family Asset Management's EIX Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its Edison International (EIX) stake by 15% in Q2 2024, selling an estimated $1.09K and leaving 85 shares worth $6.1K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

Institutional & Family Asset Management first reported a position in EIX in Q3 2019 and has held it in 20 quarters since. The position peaked at $13K in Q2 2020. 812 funds tracked by Wall St. Rank hold EIX as of Q2 2024.

Institutional & Family Asset Management held 85 shares of Edison International worth $6.1K as of Q2 2024.
Institutional & Family Asset Management sold 15 Edison International shares in Q2 2024, an estimated $1.09K.
Edison International made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #476 holding.
Institutional & Family Asset Management first reported a position in Edison International in Q3 2019 and has held it in 20 quarters since.
Institutional & Family Asset Management's Edison International position peaked at $13K in Q2 2020.
812 funds tracked by Wall St. Rank held Edison International as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.