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Surevest’s Edison International EIX Stock Holding History

Surevest’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
2022
Q3 		$4K Hold
67
– – ﹤0.01% 334
2022
Q2 		$4K Hold
67
– – ﹤0.01% 350
2022
Q1 		$5K Hold
67
– – ﹤0.01% 314
2021
Q4 		$5K Buy
+67
New +$4.25K ﹤0.01% 321

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Surevest's EIX Position: Q3 2022 in Review

Surevest held its Edison International (EIX) position steady in Q3 2022 at 67 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

Surevest first reported a position in EIX in Q4 2021 and has held it in 4 quarters since. The position peaked at $5K in Q1 2022. 699 funds tracked by Wall St. Rank hold EIX as of Q3 2022.

  • Surevest held 67 shares of Edison International worth $4K as of Q3 2022.
  • Surevest left its Edison International share count unchanged in Q3 2022.
  • Edison International made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #334 holding.
  • Surevest first reported a position in Edison International in Q4 2021 and has held it in 4 quarters since.
  • Surevest's Edison International position peaked at $5K in Q1 2022.
  • 699 funds tracked by Wall St. Rank held Edison International as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.