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Kowal Investment Group’s Edison International EIX Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-238
Closed -$13K – 355
2021
Q3 		$13K Buy
+238
New +$13.7K ﹤0.01% 466

Other funds holding EIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kowal Investment Group's EIX Position: Q4 2021 in Review

Kowal Investment Group sold out of Edison International (EIX) in Q4 2021, closing a stake of 238 shares — an estimated $13K sold.

Kowal Investment Group first reported a position in EIX in Q3 2021 and held it in 1 quarter. The position peaked at $13K in Q3 2021. 684 funds tracked by Wall St. Rank hold EIX as of Q4 2021.

  • Kowal Investment Group reported no remaining Edison International position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 238 Edison International shares in Q4 2021, an estimated $13K.
  • Kowal Investment Group first reported a position in Edison International in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Edison International position peaked at $13K in Q3 2021.
  • 684 funds tracked by Wall St. Rank held Edison International as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.