VA
EIX icon

Valmark Advisers’s Edison International EIX Stock Holding History

Valmark Advisers’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 		– Sell
-7,982
Closed -$554K – 473
2023
Q2 		$554K Sell
7,982
-359
-4% -$25.3K 0.01% 311
2023
Q1 		$589K Sell
8,341
-122
-1% -$8.24K 0.01% 297
2022
Q4 		$538K Hold
8,463
– – 0.01% 303
2022
Q3 		$479K Buy
8,463
+852
+11% +$56.4K 0.01% 285
2022
Q2 		$481K Hold
7,611
– – 0.01% 297
2022
Q1 		$534K Hold
7,611
– – 0.01% 292
2021
Q4 		$519K Hold
7,611
– – 0.01% 277
2021
Q3 		$422K Hold
7,611
– – 0.01% 294
2021
Q2 		$440K Hold
7,611
– – 0.01% 295
2021
Q1 		$446K Hold
7,611
– – 0.01% 287
2020
Q4 		$478K Hold
7,611
– – 0.01% 260
2020
Q3 		$387K Hold
7,611
– – 0.01% 206
2020
Q2 		$413K Sell
7,611
-22
-0.3% -$1.27K 0.01% 184
2020
Q1 		$418K Sell
7,633
-535
-7% -$37.1K 0.01% 158
2019
Q4 		$616K Buy
8,168
+99
+1% +$7K 0.01% 141
2019
Q3 		$609K Buy
8,069
+69
+0.9% +$4.96K 0.01% 139
2019
Q2 		$539K Buy
+8,000
New +$497K 0.01% 136

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return