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tru Independence’s Edison International EIX Stock Holding History

tru Independence’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
2020
Q3 		– Sell
-329
Closed -$18K – 478
2020
Q2 		$18K Hold
329
– – ﹤0.01% 514
2020
Q1 		$18K Hold
329
– – ﹤0.01% 391
2019
Q4 		$18K Buy
+329
New +$23.3K ﹤0.01% 497

Other funds holding EIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

tru Independence's EIX Position: Q3 2020 in Review

tru Independence sold out of Edison International (EIX) in Q3 2020, closing a stake of 329 shares — an estimated $18K sold.

tru Independence first reported a position in EIX in Q4 2019 and held it in 3 quarters. The position peaked at $18K in Q2 2020. 565 funds tracked by Wall St. Rank hold EIX as of Q3 2020.

  • tru Independence reported no remaining Edison International position as of Q3 2020 after selling out during the quarter.
  • tru Independence sold 329 Edison International shares in Q3 2020, an estimated $18K.
  • tru Independence first reported a position in Edison International in Q4 2019 and held it in 3 quarters.
  • tru Independence's Edison International position peaked at $18K in Q2 2020.
  • 565 funds tracked by Wall St. Rank held Edison International as of Q3 2020.

Based on tru Independence's 13F filing for Q3 2020, filed 19 Nov 2020.