Kaizen Advisory’s Edison International EIX Stock Holding History

Kaizen Advisory’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
2018 Q4	$51K	Buy	892 +184	+26%	+$11.4K	0.04%	323
2018 Q3	$48K	Hold	708	–	–	0.03%	342
2018 Q2	$45K	Buy	708 +389	+122%	+$24.3K	0.02%	345
2018 Q1	$20K	Hold	319	–	–	0.02%	333
2017 Q4	$20K	Buy	+319	New	+$24.3K	0.01%	330

Other funds holding EIX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Kaizen Advisory's EIX Position: Q4 2018 in Review

Kaizen Advisory increased its Edison International (EIX) stake by 26% in Q4 2018, buying an estimated $11.4K and bringing the position to 892 shares worth $51K. The position accounts for 0.04% of the portfolio, ranked #323.

Kaizen Advisory first reported a position in EIX in Q4 2017 and has held it in 5 quarters since. 597 funds tracked by Wall St. Rank hold EIX as of Q4 2018.

Kaizen Advisory held 892 shares of Edison International worth $51K as of Q4 2018.
Kaizen Advisory bought 184 Edison International shares in Q4 2018, an estimated $11.4K.
Edison International made up 0.04% of Kaizen Advisory's portfolio in Q4 2018, its #323 holding.
Kaizen Advisory first reported a position in Edison International in Q4 2017 and has held it in 5 quarters since.
597 funds tracked by Wall St. Rank held Edison International as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.