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Stiles Financial Services’s Edison International EIX Stock Holding History

Stiles 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
2023
Q4 		– Sell
-5,493
Closed -$348K – 173
2023
Q3 		$348K Buy
5,493
+2,530
+85% +$176K 0.18% 121
2023
Q2 		$206K Buy
2,963
+30
+1% +$2.11K 0.1% 178
2023
Q1 		$207K Buy
+2,933
New +$198K 0.11% 171

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

Stiles Financial Services's EIX Position: Q4 2023 in Review

Stiles Financial Services sold out of Edison International (EIX) in Q4 2023, closing a stake of 5,493 shares — an estimated $348K sold.

Stiles Financial Services first reported a position in EIX in Q1 2023 and held it in 3 quarters. The position peaked at $348K in Q3 2023. 786 funds tracked by Wall St. Rank hold EIX as of Q4 2023.

  • Stiles Financial Services reported no remaining Edison International position as of Q4 2023 after selling out during the quarter.
  • Stiles Financial Services sold 5,493 Edison International shares in Q4 2023, an estimated $348K.
  • Stiles Financial Services first reported a position in Edison International in Q1 2023 and held it in 3 quarters.
  • Stiles Financial Services's Edison International position peaked at $348K in Q3 2023.
  • 786 funds tracked by Wall St. Rank held Edison International as of Q4 2023.

Based on Stiles Financial Services's 13F filing for Q4 2023, filed 26 Jan 2024.