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Next Financial Group’s Edison International EIX Stock Holding History

Next Financial 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
2021
Q4 		$110K Sell
1,605
-97
-6% -$6.15K 0.01% 1114
2021
Q3 		$95K Buy
1,702
+1,180
+226% +$67.7K 0.01% 1133
2021
Q2 		$30K Buy
522
+101
+24% +$5.88K ﹤0.01% 1599
2021
Q1 		$24K Sell
421
-375
-47% -$22K ﹤0.01% 1570
2020
Q4 		$50K Sell
796
-53
-6% -$3.19K ﹤0.01% 1197
2020
Q3 		$43K Buy
+849
New +$45.2K ﹤0.01% 1145
2020
Q2 		– Sell
-817
Closed -$45K – 931
2020
Q1 		$45K Buy
817
+26
+3% +$1.8K 0.01% 1018
2019
Q4 		$60K Buy
791
+36
+5% +$2.55K 0.01% 1117
2019
Q3 		$57K Sell
755
-12
-2% -$864 0.01% 1106
2019
Q2 		$52K Buy
+767
New +$47.6K 0.01% 1149
2019
Q1 		– Sell
-767
Closed -$44K – 1735
2018
Q4 		$44K Buy
767
+754
+5,800% +$46.9K 0.01% 840
2018
Q3 		$1K Buy
+13
New +$870 ﹤0.01% 1384
2017
Q4 		– Sell
-313
Closed -$24K – 551
2017
Q3 		$24K Hold
313
– – 0.01% 912
2017
Q2 		$24K Sell
313
-15
-5% -$1.2K 0.01% 1010
2017
Q1 		$26K Sell
328
-292
-47% -$22.1K 0.01% 947
2016
Q4 		$45K Buy
620
+15
+2% +$1.06K 0.01% 1008
2016
Q3 		$44K Sell
605
-211
-26% -$15.8K 0.01% 998
2016
Q2 		$63K Hold
816
– – 0.02% 592
2016
Q1 		$58K Buy
816
+501
+159% +$32.5K 0.02% 579
2015
Q4 		$18K Hold
315
– – 0.01% 960
2015
Q3 		$19K Hold
315
– – 0.01% 963
2015
Q2 		$17K Hold
315
– – 0.01% 1058
2015
Q1 		$19K Hold
315
– – 0.01% 1012
2014
Q4 		$21K Buy
315
+290
+1,160% +$18K 0.01% 956
2014
Q3 		$1K Hold
25
– – ﹤0.01% 2408
2014
Q2 		$1K Buy
+25
New +$1.4K ﹤0.01% 1132

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Next Financial Group's EIX Position: Q4 2021 in Review

Next Financial Group reduced its Edison International (EIX) stake by 5.7% in Q4 2021, selling an estimated $6.15K and leaving 1,605 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #1114.

Next Financial Group first reported a position in EIX in Q2 2014 and has held it in 26 quarters since. 684 funds tracked by Wall St. Rank hold EIX as of Q4 2021.

  • Next Financial Group held 1,605 shares of Edison International worth $110K as of Q4 2021.
  • Next Financial Group sold 97 Edison International shares in Q4 2021, an estimated $6.15K.
  • Edison International made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1114 holding.
  • Next Financial Group first reported a position in Edison International in Q2 2014 and has held it in 26 quarters since.
  • 684 funds tracked by Wall St. Rank held Edison International as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.