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Pathstone Family Office’s Edison International EIX Stock Holding History

Pathstone Family Office’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
Q3 		$786K Buy
+12,400
New +$864K 0.01% 823
2021
Q1 		– Sell
-577
Closed -$36K – 862
2020
Q4 		$36K Buy
+577
New +$34.8K ﹤0.01% 576

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Pathstone Family Office's EIX Position: Q3 2023 in Review

Pathstone Family Office opened a new position in Edison International (EIX) in Q3 2023: 12,400 shares worth $786K. The stake represents 0.01% of the portfolio and ranks #823 among its holdings. This is a return to the name: Pathstone Family Office previously reported a position in EIX as recently as Q4 2020.

Pathstone Family Office first reported a position in EIX in Q4 2020 and has held it in 2 quarters since. 763 funds tracked by Wall St. Rank hold EIX as of Q3 2023.

  • Pathstone Family Office held 12,400 shares of Edison International worth $786K as of Q3 2023.
  • Edison International was a new Pathstone Family Office position in Q3 2023.
  • Edison International made up 0.01% of Pathstone Family Office's portfolio in Q3 2023, its #823 holding.
  • Pathstone Family Office first reported a position in Edison International in Q4 2020 and has held it in 2 quarters since.
  • 763 funds tracked by Wall St. Rank held Edison International as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.