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Simplicity Solutions’s Edison International EIX Stock Holding History

Simplicity Solutions’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
2023
Q4 		$441K Sell
6,174
-1,032
-14% -$67.8K 0.01% 708
2023
Q3 		$456K Sell
7,206
-4,908
-41% -$342K 0.01% 626
2023
Q2 		$841K Buy
12,114
+5,220
+76% +$367K 0.02% 506
2023
Q1 		$487K Buy
6,894
+2,801
+68% +$189K 0.01% 700
2022
Q4 		$260K Sell
4,093
-1,730
-30% -$106K 0.04% 523
2022
Q3 		$329K Sell
5,823
-170
-3% -$11.3K 0.05% 426
2022
Q2 		$379K Buy
5,993
+341
+6% +$23.1K 0.05% 374
2022
Q1 		$396K Buy
+5,652
New +$361K 0.05% 362
2021
Q4 		– Sell
-6,241
Closed -$346K – 492
2021
Q3 		$346K Buy
6,241
+1,167
+23% +$66.9K 0.05% 371
2021
Q2 		$293K Buy
5,074
+232
+5% +$13.5K 0.06% 391
2021
Q1 		$284K Sell
4,842
-55,506
-92% -$3.26M 0.06% 356
2020
Q4 		$3.79M Buy
60,348
+14,916
+33% +$899K 0.06% 265
2020
Q3 		$2.31M Buy
45,432
+10,831
+31% +$577K 0.04% 303
2020
Q2 		$1.88M Sell
34,601
-4,664
-12% -$268K 0.04% 322
2020
Q1 		$2.15M Buy
39,265
+11,603
+42% +$804K 0.07% 215
2019
Q4 		$2.09M Buy
27,662
+5,221
+23% +$369K 0.06% 237
2019
Q3 		$1.69M Sell
22,441
-2,739
-11% -$197K 0.07% 207
2019
Q2 		$1.7M Buy
25,180
+21,788
+642% +$1.35M 0.07% 179
2019
Q1 		$210K Buy
+3,392
New +$202K 0.01% 674
2018
Q4 		– Sell
-8,378
Closed -$567K – 658
2018
Q3 		$567K Sell
8,378
-399
-5% -$26.7K 0.03% 244
2018
Q2 		$555K Buy
8,777
+2,078
+31% +$130K 0.04% 231
2018
Q1 		$426K Buy
+6,699
New +$413K 0.04% 228

Other funds holding EIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Simplicity Solutions's EIX Position: Q4 2023 in Review

Simplicity Solutions reduced its Edison International (EIX) stake by 14% in Q4 2023, selling an estimated $67.8K and leaving 6,174 shares worth $441K. The position accounts for 0.01% of the portfolio, ranked #708.

Simplicity Solutions first reported a position in EIX in Q1 2018 and has held it in 22 quarters since. The position peaked at $3.79M in Q4 2020. 786 funds tracked by Wall St. Rank hold EIX as of Q4 2023.

  • Simplicity Solutions held 6,174 shares of Edison International worth $441K as of Q4 2023.
  • Simplicity Solutions sold 1,032 Edison International shares in Q4 2023, an estimated $67.8K.
  • Edison International made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #708 holding.
  • Simplicity Solutions first reported a position in Edison International in Q1 2018 and has held it in 22 quarters since.
  • Simplicity Solutions's Edison International position peaked at $3.79M in Q4 2020.
  • 786 funds tracked by Wall St. Rank held Edison International as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.