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Squar Milner Financial Services’s Edison International EIX Stock Holding History

Squar Milner Financial Services’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
2020
Q3 		– Sell
-8,400
Closed -$456K – 56
2020
Q2 		$456K Hold
8,400
– – 0.26% 101
2020
Q1 		$460K Hold
8,400
– – 0.28% 73
2019
Q4 		$633K Hold
8,400
– – 0.32% 63
2019
Q3 		$427K Sell
8,400
-36
-0.4% -$2.59K 0.22% 116
2019
Q2 		$569K Sell
8,436
-147
-2% -$9.13K 0.38% 53
2019
Q1 		$531K Buy
8,583
+122
+1% +$7.28K 0.39% 50
2018
Q4 		$480K Hold
8,461
– – 0.46% 47
2018
Q3 		$573K Sell
8,461
-442
-5% -$29.6K 0.52% 38
2018
Q2 		$563K Buy
8,903
+61
+0.7% +$3.81K 0.5% 43
2018
Q1 		$563K Hold
8,842
– – 0.71% 40
2017
Q4 		$552K Buy
+8,842
New +$674K 0.67% 43

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Squar Milner Financial Services's EIX Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Edison International (EIX) in Q3 2020, closing a stake of 8,400 shares — an estimated $456K sold.

Squar Milner Financial Services first reported a position in EIX in Q4 2017 and held it in 11 quarters. The position peaked at $633K in Q4 2019. 565 funds tracked by Wall St. Rank hold EIX as of Q3 2020.

  • Squar Milner Financial Services reported no remaining Edison International position as of Q3 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 8,400 Edison International shares in Q3 2020, an estimated $456K.
  • Squar Milner Financial Services first reported a position in Edison International in Q4 2017 and held it in 11 quarters.
  • Squar Milner Financial Services's Edison International position peaked at $633K in Q4 2019.
  • 565 funds tracked by Wall St. Rank held Edison International as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.