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Lourd Capital’s Edison International EIX Stock Holding History

Lourd Capital’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
2019
Q1 		– Sell
-11,953
Closed -$679K – 175
2018
Q4 		$679K Buy
11,953
+122
+1% +$7.58K 0.05% 89
2018
Q3 		$801K Hold
11,831
– – 0.05% 79
2018
Q2 		$749K Sell
11,831
-25
-0.2% -$1.56K 0.11% 61
2018
Q1 		$755K Buy
11,856
+229
+2% +$14.1K 0.1% 68
2017
Q4 		$735K Buy
+11,627
New +$887K 0.05% 104

Other funds holding EIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Lourd Capital's EIX Position: Q1 2019 in Review

Lourd Capital sold out of Edison International (EIX) in Q1 2019, closing a stake of 11,953 shares — an estimated $679K sold.

Lourd Capital first reported a position in EIX in Q4 2017 and held it in 5 quarters. The position peaked at $801K in Q3 2018. 611 funds tracked by Wall St. Rank hold EIX as of Q1 2019.

  • Lourd Capital reported no remaining Edison International position as of Q1 2019 after selling out during the quarter.
  • Lourd Capital sold 11,953 Edison International shares in Q1 2019, an estimated $679K.
  • Lourd Capital first reported a position in Edison International in Q4 2017 and held it in 5 quarters.
  • Lourd Capital's Edison International position peaked at $801K in Q3 2018.
  • 611 funds tracked by Wall St. Rank held Edison International as of Q1 2019.

Based on Lourd Capital's 13F filing for Q1 2019, filed 16 Apr 2019.