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Zimmermann Investment Management & Planning’s Edison International EIX Stock Holding History

Zimmermann Investment Management & Planning’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
2024
Q2 		– Sell
-5,321
Closed -$376K – 137
2024
Q1 		$376K Buy
5,321
+1,490
+39% +$102K 0.14% 99
2023
Q4 		$274K Buy
+3,831
New +$252K 0.11% 101

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Zimmermann Investment Management & Planning's EIX Position: Q2 2024 in Review

Zimmermann Investment Management & Planning sold out of Edison International (EIX) in Q2 2024, closing a stake of 5,321 shares — an estimated $376K sold.

Zimmermann Investment Management & Planning first reported a position in EIX in Q4 2023 and held it in 2 quarters. The position peaked at $376K in Q1 2024. 810 funds tracked by Wall St. Rank hold EIX as of Q2 2024.

  • Zimmermann Investment Management & Planning reported no remaining Edison International position as of Q2 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 5,321 Edison International shares in Q2 2024, an estimated $376K.
  • Zimmermann Investment Management & Planning first reported a position in Edison International in Q4 2023 and held it in 2 quarters.
  • Zimmermann Investment Management & Planning's Edison International position peaked at $376K in Q1 2024.
  • 810 funds tracked by Wall St. Rank held Edison International as of Q2 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q2 2024, filed 26 Jul 2024.