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Simon Quick Advisors’s Edison International EIX Stock Holding History

Simon Quick 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
2024
Q2 		– Sell
-3,861
Closed -$273K – 412
2024
Q1 		$273K Buy
+3,861
New +$264K 0.02% 322
2020
Q1 		– Sell
-73
Closed -$6K – 540
2019
Q4 		$6K Buy
+73
New +$5.17K ﹤0.01% 460

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Simon Quick Advisors's EIX Position: Q2 2024 in Review

Simon Quick Advisors sold out of Edison International (EIX) in Q2 2024, closing a stake of 3,861 shares — an estimated $273K sold.

Simon Quick Advisors first reported a position in EIX in Q4 2019 and held it in 2 quarters. The position peaked at $273K in Q1 2024. 811 funds tracked by Wall St. Rank hold EIX as of Q2 2024.

  • Simon Quick Advisors reported no remaining Edison International position as of Q2 2024 after selling out during the quarter.
  • Simon Quick Advisors sold 3,861 Edison International shares in Q2 2024, an estimated $273K.
  • Simon Quick Advisors first reported a position in Edison International in Q4 2019 and held it in 2 quarters.
  • Simon Quick Advisors's Edison International position peaked at $273K in Q1 2024.
  • 811 funds tracked by Wall St. Rank held Edison International as of Q2 2024.

Based on Simon Quick Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.