Montis Financial’s Edison International EIX Stock Holding History

Montis Financial’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
2025 Q1	–	Sell	-3,230	Closed	-$258K	–	145
2024 Q4	$258K	Buy	+3,230	New	+$270K	0.08%	119

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Montis Financial's EIX Position: Q1 2025 in Review

Montis Financial sold out of Edison International (EIX) in Q1 2025, closing a stake of 3,230 shares — an estimated $258K sold.

Montis Financial first reported a position in EIX in Q4 2024 and held it in 1 quarter. The position peaked at $258K in Q4 2024. 879 funds tracked by Wall St. Rank hold EIX as of Q1 2025.

Montis Financial reported no remaining Edison International position as of Q1 2025 after selling out during the quarter.
Montis Financial sold 3,230 Edison International shares in Q1 2025, an estimated $258K.
Montis Financial first reported a position in Edison International in Q4 2024 and held it in 1 quarter.
Montis Financial's Edison International position peaked at $258K in Q4 2024.
879 funds tracked by Wall St. Rank held Edison International as of Q1 2025.

Based on Montis Financial's 13F filing for Q1 2025, filed 2 May 2025.