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United Asset Strategies’s Edison International EIX Stock Holding History

United Asset Strategies’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
Q4 		– Sell
-56,953
Closed -$3.22M – 228
2022
Q3 		$3.22M Buy
+56,953
New +$3.77M 0.5% 59

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

United Asset Strategies's EIX Position: Q4 2022 in Review

United Asset Strategies sold out of Edison International (EIX) in Q4 2022, closing a stake of 56,953 shares — an estimated $3.22M sold.

United Asset Strategies first reported a position in EIX in Q3 2022 and held it in 1 quarter. The position peaked at $3.22M in Q3 2022. 718 funds tracked by Wall St. Rank hold EIX as of Q4 2022.

  • United Asset Strategies reported no remaining Edison International position as of Q4 2022 after selling out during the quarter.
  • United Asset Strategies sold 56,953 Edison International shares in Q4 2022, an estimated $3.22M.
  • United Asset Strategies first reported a position in Edison International in Q3 2022 and held it in 1 quarter.
  • United Asset Strategies's Edison International position peaked at $3.22M in Q3 2022.
  • 718 funds tracked by Wall St. Rank held Edison International as of Q4 2022.

Based on United Asset Strategies's 13F filing for Q4 2022, filed 26 Jan 2023.