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 $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