JCM
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Jacobi Capital Management’s Edison International EIX Stock Holding History

Jacobi 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
2026
Q1 		$258K Buy
+3,528
New +$238K 0.01% 563
2021
Q4 		– Sell
-556
Closed -$31K – 656
2021
Q3 		$31K Buy
556
+147
+36% +$8.43K ﹤0.01% 762
2021
Q2 		$24K Buy
409
+163
+66% +$9.48K ﹤0.01% 785
2021
Q1 		$14K Buy
246
+101
+70% +$5.93K ﹤0.01% 871
2020
Q4 		$9K Buy
145
+87
+150% +$5.24K ﹤0.01% 891
2020
Q3 		$3K Buy
+58
New +$3.09K ﹤0.01% 1026

Other funds holding EIX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return