Syntax Advisors’s Edison International EIX Stock Holding History

Syntax Advisors’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	$223K	Sell	3,529 -84	-2%	-$5.85K	0.2%	150
2023 Q2	$251K	Sell	3,613 -231	-6%	-$16.3K	0.2%	118
2023 Q1	$271K	Sell	3,844 -66	-2%	-$4.46K	0.21%	101
2022 Q4	$249K	Sell	3,910 -34	-0.9%	-$2.09K	0.21%	128
2022 Q3	$223K	Buy	3,944 +124	+3%	+$8.21K	0.19%	158
2022 Q2	$242K	Buy	3,820 +56	+1%	+$3.79K	0.2%	138
2022 Q1	$264K	Sell	3,764 -348	-8%	-$22.2K	0.22%	107
2021 Q4	$281K	Buy	+4,112	New	+$261K	0.21%	125

Other funds holding EIX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Syntax Advisors's EIX Position: Q3 2023 in Review

Syntax Advisors reduced its Edison International (EIX) stake by 2.3% in Q3 2023, selling an estimated $5.85K and leaving 3,529 shares worth $223K. The position accounts for 0.2% of the portfolio, ranked #150.

Syntax Advisors first reported a position in EIX in Q4 2021 and has held it in 8 quarters since. The position peaked at $281K in Q4 2021. 762 funds tracked by Wall St. Rank hold EIX as of Q3 2023.

Syntax Advisors held 3,529 shares of Edison International worth $223K as of Q3 2023.
Syntax Advisors sold 84 Edison International shares in Q3 2023, an estimated $5.85K.
Edison International made up 0.2% of Syntax Advisors's portfolio in Q3 2023, its #150 holding.
Syntax Advisors first reported a position in Edison International in Q4 2021 and has held it in 8 quarters since.
Syntax Advisors's Edison International position peaked at $281K in Q4 2021.
762 funds tracked by Wall St. Rank held Edison International as of Q3 2023.

Based on Syntax Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.