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James Investment Research’s Edison International EIX Stock Holding History

James Investment Research’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
2020
Q3 		– Sell
-1,100
Closed -$60K – 480
2020
Q2 		$60K Hold
1,100
– – 0.01% 311
2020
Q1 		$60K Sell
1,100
-400
-27% -$27.7K 0.01% 290
2019
Q4 		$113K Hold
1,500
– – 0.01% 317
2019
Q3 		$113K Hold
1,500
– – 0.01% 347
2019
Q2 		$101K Sell
1,500
-750
-33% -$46.6K 0.01% 436
2019
Q1 		$139K Sell
2,250
-4,645
-67% -$277K 0.01% 545
2018
Q4 		$391K Sell
6,895
-3,660
-35% -$228K 0.02% 485
2018
Q3 		$714K Sell
10,555
-930
-8% -$62.2K 0.03% 490
2018
Q2 		$727K Sell
11,485
-10,571
-48% -$660K 0.03% 488
2018
Q1 		$1.4M Sell
22,056
-40,051
-64% -$2.47M 0.05% 445
2017
Q4 		$3.93M Buy
62,107
+23,665
+62% +$1.81M 0.13% 133
2017
Q3 		$2.97M Sell
38,442
-4,469
-10% -$354K 0.1% 158
2017
Q2 		$3.36M Sell
42,911
-7,623
-15% -$611K 0.1% 149
2017
Q1 		$4.02M Sell
50,534
-73,305
-59% -$5.56M 0.11% 149
2016
Q4 		$8.91M Sell
123,839
-184,248
-60% -$13M 0.23% 133
2016
Q3 		$22.3M Sell
308,087
-180,178
-37% -$13.5M 0.59% 55
2016
Q2 		$37.9M Buy
488,265
+7,946
+2% +$570K 0.96% 31
2016
Q1 		$34.5M Buy
480,319
+180,298
+60% +$11.7M 0.84% 37
2015
Q4 		$17.8M Buy
300,021
+37,629
+14% +$2.3M 0.44% 68
2015
Q3 		$16.6M Buy
262,392
+20,431
+8% +$1.21M 0.44% 69
2015
Q2 		$13.4M Sell
241,961
-28,377
-10% -$1.7M 0.31% 99
2015
Q1 		$16.9M Buy
270,338
+48,586
+22% +$3.17M 0.4% 83
2014
Q4 		$14.5M Buy
221,752
+134,932
+155% +$8.38M 0.4% 86
2014
Q3 		$4.86M Buy
86,820
+21,015
+32% +$1.2M 0.15% 129
2014
Q2 		$3.82M Buy
65,805
+4,980
+8% +$279K 0.12% 142
2014
Q1 		$3.44M Buy
60,825
+10,875
+22% +$542K 0.11% 148
2013
Q4 		$2.31M Buy
49,950
+24,190
+94% +$1.14M 0.07% 177
2013
Q3 		$1.19M Buy
25,760
+7,280
+39% +$344K 0.05% 208
2013
Q2 		$890K Buy
+18,480
New +$912K 0.04% 211

Other funds holding EIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

James Investment Research's EIX Position: Q3 2020 in Review

James Investment Research sold out of Edison International (EIX) in Q3 2020, closing a stake of 1,100 shares — an estimated $60K sold.

James Investment Research first reported a position in EIX in Q2 2013 and held it in 29 quarters. The position peaked at $37.9M in Q2 2016. 565 funds tracked by Wall St. Rank hold EIX as of Q3 2020.

  • James Investment Research reported no remaining Edison International position as of Q3 2020 after selling out during the quarter.
  • James Investment Research sold 1,100 Edison International shares in Q3 2020, an estimated $60K.
  • James Investment Research first reported a position in Edison International in Q2 2013 and held it in 29 quarters.
  • James Investment Research's Edison International position peaked at $37.9M in Q2 2016.
  • 565 funds tracked by Wall St. Rank held Edison International as of Q3 2020.

Based on James Investment Research's 13F filing for Q3 2020, filed 23 Oct 2020.