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Legacy Capital Group California’s Edison International EIX Stock Holding History

Legacy Capital Group California’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
2023
Q4 		– Sell
-7,182
Closed -$455K – 281
2023
Q3 		$455K Buy
7,182
+72
+1% +$5.02K 0.2% 156
2023
Q2 		$494K Buy
7,110
+353
+5% +$24.8K 0.2% 154
2023
Q1 		$477K Buy
+6,757
New +$456K 0.23% 128

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Capital Group California's EIX Position: Q4 2023 in Review

Legacy Capital Group California sold out of Edison International (EIX) in Q4 2023, closing a stake of 7,182 shares — an estimated $455K sold.

Legacy Capital Group California first reported a position in EIX in Q1 2023 and held it in 3 quarters. The position peaked at $494K in Q2 2023. 786 funds tracked by Wall St. Rank hold EIX as of Q4 2023.

  • Legacy Capital Group California reported no remaining Edison International position as of Q4 2023 after selling out during the quarter.
  • Legacy Capital Group California sold 7,182 Edison International shares in Q4 2023, an estimated $455K.
  • Legacy Capital Group California first reported a position in Edison International in Q1 2023 and held it in 3 quarters.
  • Legacy Capital Group California's Edison International position peaked at $494K in Q2 2023.
  • 786 funds tracked by Wall St. Rank held Edison International as of Q4 2023.

Based on Legacy Capital Group California's 13F filing for Q4 2023, filed 8 Feb 2024.