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Sugarloaf Wealth Management’s Edison International EIX Stock Holding History

Sugarloaf Wealth Management’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
Q4 		$14.2K Buy
178
+2
+1% +$167 ﹤0.01% 448
2024
Q3 		$15.3K Buy
+176
New +$14.3K ﹤0.01% 453

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Sugarloaf Wealth Management's EIX Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Edison International (EIX) stake by 1.1% in Q4 2024, buying an estimated $167 and bringing the position to 178 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #448.

Sugarloaf Wealth Management first reported a position in EIX in Q3 2024 and has held it in 2 quarters since. The position peaked at $15.3K in Q3 2024. 905 funds tracked by Wall St. Rank hold EIX as of Q4 2024.

  • Sugarloaf Wealth Management held 178 shares of Edison International worth $14.2K as of Q4 2024.
  • Sugarloaf Wealth Management bought 2 Edison International shares in Q4 2024, an estimated $167.
  • Edison International made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #448 holding.
  • Sugarloaf Wealth Management first reported a position in Edison International in Q3 2024 and has held it in 2 quarters since.
  • Sugarloaf Wealth Management's Edison International position peaked at $15.3K in Q3 2024.
  • 905 funds tracked by Wall St. Rank held Edison International as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.