Lake Street Advisors Group’s Edison International EIX Stock Holding History

Lake Street Advisors 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
2024 Q4	$278K	Buy	3,477 +462	+15%	+$38.6K	0.01%	475
2024 Q3	$263K	Buy	3,015 +124	+4%	+$10.1K	0.01%	491
2024 Q2	$208K	Buy	2,891 +45	+2%	+$3.26K	0.01%	531
2024 Q1	$204K	Buy	2,846 +10	+0.4%	+$684	0.01%	557
2023 Q4	$205K	Buy	+2,836	New	+$186K	0.01%	539
2020 Q1	–	Sell	-2,801	Closed	-$211K	–	260
2019 Q4	$211K	Buy	+2,801	New	+$198K	0.02%	237

Other funds holding EIX

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Lake Street Advisors Group's EIX Position: Q4 2024 in Review

Lake Street Advisors Group increased its Edison International (EIX) stake by 15% in Q4 2024, buying an estimated $38.6K and bringing the position to 3,477 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #475.

Lake Street Advisors Group first reported a position in EIX in Q4 2019 and has held it in 6 quarters since. 906 funds tracked by Wall St. Rank hold EIX as of Q4 2024.

Lake Street Advisors Group held 3,477 shares of Edison International worth $278K as of Q4 2024.
Lake Street Advisors Group bought 462 Edison International shares in Q4 2024, an estimated $38.6K.
Edison International made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #475 holding.
Lake Street Advisors Group first reported a position in Edison International in Q4 2019 and has held it in 6 quarters since.
906 funds tracked by Wall St. Rank held Edison International as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.