AIM
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AIA Investment Management’s Exelon EXC Stock Holding History

AIA Investment Management’s Portfolio EXC Stock Details EXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$60K Buy
2,362
+799
+51% +$21.2K 0.01% 300
2020
Q2 		$40K Hold
1,563
– – 0.01% 264
2020
Q1 		$41K Hold
1,563
– – 0.01% 245
2019
Q4 		$51K Sell
1,563
-3,233
-67% -$105K 0.06% 195
2019
Q3 		$165K Buy
+4,796
New +$161K 0.17% 72

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

AIA Investment Management's EXC Position: Q3 2020 in Review

AIA Investment Management increased its Exelon (EXC) stake by 51% in Q3 2020, buying an estimated $21.2K and bringing the position to 2,362 shares worth $60K. The position accounts for 0.01% of the portfolio, ranked #300.

AIA Investment Management first reported a position in EXC in Q3 2019 and has held it in 5 quarters since. The position peaked at $165K in Q3 2019. 855 funds tracked by Wall St. Rank hold EXC as of Q3 2020.

  • AIA Investment Management held 2,362 shares of Exelon worth $60K as of Q3 2020.
  • AIA Investment Management bought 799 Exelon shares in Q3 2020, an estimated $21.2K.
  • Exelon made up 0.01% of AIA Investment Management's portfolio in Q3 2020, its #300 holding.
  • AIA Investment Management first reported a position in Exelon in Q3 2019 and has held it in 5 quarters since.
  • AIA Investment Management's Exelon position peaked at $165K in Q3 2019.
  • 855 funds tracked by Wall St. Rank held Exelon as of Q3 2020.

Based on AIA Investment Management's 13F filing for Q3 2020, filed 16 Nov 2020.