SFG
EIX icon

Steward Financial Group’s Edison International EIX Stock Holding History

Steward Financial Group’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
Q3 		$5K Buy
+83
New +$5.78K ﹤0.01% 602
2022
Q3 		– Sell
-23
Closed -$1K – 456
2022
Q2 		$1K Buy
+23
New +$1.56K ﹤0.01% 718

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
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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Steward Financial Group's EIX Position: Q3 2023 in Review

Steward Financial Group opened a new position in Edison International (EIX) in Q3 2023: 83 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #602 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in EIX as recently as Q2 2022.

Steward Financial Group first reported a position in EIX in Q2 2022 and has held it in 2 quarters since. 762 funds tracked by Wall St. Rank hold EIX as of Q3 2023.

  • Steward Financial Group held 83 shares of Edison International worth $5K as of Q3 2023.
  • Edison International was a new Steward Financial Group position in Q3 2023.
  • Edison International made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #602 holding.
  • Steward Financial Group first reported a position in Edison International in Q2 2022 and has held it in 2 quarters since.
  • 762 funds tracked by Wall St. Rank held Edison International as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.