Loring Wolcott & Coolidge Fiduciary Advisors’s Edison International EIX Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 Q2	–	Sell	-200	Closed	-$14.1K	–	641
2023 Q1	$14.1K	Buy	+200	New	+$13.5K	﹤0.01%	496
2022 Q3	–	Sell	-457	Closed	-$29K	–	611
2022 Q2	$29K	Buy	457 +257	+129%	+$17.4K	﹤0.01%	479
2022 Q1	$14K	Hold	200	–	–	﹤0.01%	532
2021 Q4	$14K	Hold	200	–	–	﹤0.01%	568
2021 Q3	$11K	Hold	200	–	–	﹤0.01%	576
2021 Q2	$12K	Buy	+200	New	+$11.6K	﹤0.01%	599
2021 Q1	–	Sell	-200	Closed	-$13K	–	427
2020 Q4	$13K	Buy	+200	New	+$12K	﹤0.01%	541
2019 Q3	–	Sell	-18	Closed	-$1K	–	691
2019 Q2	$1K	Hold	18	–	–	﹤0.01%	688
2019 Q1	$1K	Buy	+18	New	+$1.07K	﹤0.01%	675
2018 Q1	–	Sell	-191	Closed	-$12K	–	745
2017 Q4	$12K	Hold	191	–	–	﹤0.01%	559
2017 Q3	$15K	Hold	191	–	–	﹤0.01%	531
2017 Q2	$15K	Buy	+191	New	+$15.3K	﹤0.01%	519
2013 Q3	–	Sell	-1,575	Closed	-$76K	–	556
2013 Q2	$76K	Buy	+1,575	New	+$77.8K	﹤0.01%	351

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 $2.9T AUM 29.55% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's EIX Position: Q2 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Edison International (EIX) in Q2 2023, closing a stake of 200 shares — an estimated $14.1K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in EIX in Q2 2013 and held it in 13 quarters. The position peaked at $76K in Q2 2013. 756 funds tracked by Wall St. Rank hold EIX as of Q2 2023.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Edison International position as of Q2 2023 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 200 Edison International shares in Q2 2023, an estimated $14.1K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Edison International in Q2 2013 and held it in 13 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Edison International position peaked at $76K in Q2 2013.
756 funds tracked by Wall St. Rank held Edison International as of Q2 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.