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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Fidelity Investments

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

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return