Pettee Investors’s Edison International EIX Stock Holding History

Pettee Investors’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	-7,506	Closed	-$434K	–	125
2021 Q2	$434K	Hold	7,506	–	–	0.2%	96
2021 Q1	$440K	Hold	7,506	–	–	0.21%	96
2020 Q4	$472K	Hold	7,506	–	–	0.25%	85
2020 Q3	$382K	Hold	7,506	–	–	0.22%	91
2020 Q2	$408K	Sell	7,506 -486	-6%	-$28K	0.25%	86
2020 Q1	$438K	Hold	7,992	–	–	0.32%	79
2019 Q4	$603K	Sell	7,992 -181	-2%	-$12.8K	0.34%	75
2019 Q3	$616K	Hold	8,173	–	–	0.39%	72
2019 Q2	$551K	Hold	8,173	–	–	0.35%	76
2019 Q1	$506K	Hold	8,173	–	–	0.32%	89
2018 Q4	$464K	Hold	8,173	–	–	0.33%	85
2018 Q3	$553K	Buy	8,173 +150	+2%	+$10K	0.33%	86
2018 Q2	$508K	Hold	8,023	–	–	0.32%	87
2018 Q1	$511K	Buy	8,023 +386	+5%	+$23.8K	0.32%	88
2017 Q4	$483K	Buy	7,637 +131	+2%	+$9.99K	0.29%	92
2017 Q3	$579K	Buy	+7,506	New	+$594K	0.37%	80

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

Pettee Investors's EIX Position: Q3 2021 in Review

Pettee Investors sold out of Edison International (EIX) in Q3 2021, closing a stake of 7,506 shares — an estimated $434K sold.

Pettee Investors first reported a position in EIX in Q3 2017 and held it in 16 quarters. The position peaked at $616K in Q3 2019. 631 funds tracked by Wall St. Rank hold EIX as of Q3 2021.

Pettee Investors reported no remaining Edison International position as of Q3 2021 after selling out during the quarter.
Pettee Investors sold 7,506 Edison International shares in Q3 2021, an estimated $434K.
Pettee Investors first reported a position in Edison International in Q3 2017 and held it in 16 quarters.
Pettee Investors's Edison International position peaked at $616K in Q3 2019.
631 funds tracked by Wall St. Rank held Edison International as of Q3 2021.

Based on Pettee Investors's 13F filing for Q3 2021, filed 2 Nov 2021.