Perennial Advisors’s Edison International EIX Stock Holding History

Perennial 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
2021 Q3	–	Sell	-750	Closed	-$43K	–	136
2021 Q2	$43K	Hold	750	–	–	0.01%	161
2021 Q1	$44K	Hold	750	–	–	0.01%	156
2020 Q4	$47K	Buy	+750	New	+$45.2K	0.02%	143
2020 Q3	–	Sell	-750	Closed	-$41K	–	119
2020 Q2	$41K	Buy	+750	New	+$43.1K	0.02%	140
2019 Q1	–	Sell	-750	Closed	-$43K	–	113
2018 Q4	$43K	Hold	750	–	–	0.03%	107
2018 Q3	$51K	Hold	750	–	–	0.03%	106
2018 Q2	$47K	Hold	750	–	–	0.03%	110
2018 Q1	$48K	Hold	750	–	–	0.03%	105
2017 Q4	$47K	Hold	750	–	–	0.03%	108
2017 Q3	$58K	Hold	750	–	–	0.04%	97
2017 Q2	$59K	Hold	750	–	–	0.04%	94
2017 Q1	$60K	Hold	750	–	–	0.05%	93
2016 Q4	$54K	Buy	+750	New	+$52.9K	0.04%	96

Other funds holding EIX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Perennial Advisors's EIX Position: Q3 2021 in Review

Perennial Advisors sold out of Edison International (EIX) in Q3 2021, closing a stake of 750 shares — an estimated $43K sold.

Perennial Advisors first reported a position in EIX in Q4 2016 and held it in 13 quarters. The position peaked at $60K in Q1 2017. 631 funds tracked by Wall St. Rank hold EIX as of Q3 2021.

Perennial Advisors reported no remaining Edison International position as of Q3 2021 after selling out during the quarter.
Perennial Advisors sold 750 Edison International shares in Q3 2021, an estimated $43K.
Perennial Advisors first reported a position in Edison International in Q4 2016 and held it in 13 quarters.
Perennial Advisors's Edison International position peaked at $60K in Q1 2017.
631 funds tracked by Wall St. Rank held Edison International as of Q3 2021.

Based on Perennial Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.