American National Insurance’s Exelon EXC Stock Holding History

American National Insurance’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
2022 Q1	$589K	Sell	12,365 -8,973	-42%	-$380K	0.16%	189
2021 Q4	$879K	Sell	21,338 -120,979	-85%	-$4.56M	0.19%	149
2021 Q3	$4.91M	Sell	142,317 -126	-0.1%	-$4.31K	0.18%	155
2021 Q2	$4.5M	Sell	142,443 -218	-0.2%	-$7.02K	0.17%	174
2021 Q1	$4.45M	Sell	142,661 -119	-0.1%	-$3.58K	0.18%	162
2020 Q4	$4.3M	Hold	142,780	–	–	0.18%	150
2020 Q3	$3.64M	Hold	142,780	–	–	0.18%	143
2020 Q2	$3.7M	Hold	142,780	–	–	0.19%	133
2020 Q1	$3.75M	Hold	142,780	–	–	0.24%	117
2019 Q4	$4.64M	Hold	142,780	–	–	0.24%	118
2019 Q3	$4.92M	Hold	142,780	–	–	0.26%	111
2019 Q2	$4.88M	Hold	142,780	–	–	0.26%	114
2019 Q1	$5.11M	Buy	+142,780	New	+$4.86M	0.27%	116
2014 Q1	–	Sell	-50,016	Closed	-$977K	–	351
2013 Q4	$977K	Hold	50,016	–	–	0.06%	245
2013 Q3	$1.06M	Sell	50,016 -4,627	-8%	-$101K	0.08%	229
2013 Q2	$1.2M	Buy	+54,643	New	+$1.33M	0.09%	224

Other funds holding EXC

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American National Insurance's EXC Position: Q1 2022 in Review

American National Insurance reduced its Exelon (EXC) stake by 42% in Q1 2022, selling an estimated $380K and leaving 12,365 shares worth $589K. The position accounts for 0.16% of the portfolio, ranked #189.

American National Insurance first reported a position in EXC in Q2 2013 and has held it in 16 quarters since. The position peaked at $5.11M in Q1 2019. 1,025 funds tracked by Wall St. Rank hold EXC as of Q1 2022.

American National Insurance held 12,365 shares of Exelon worth $589K as of Q1 2022.
American National Insurance sold 8,973 Exelon shares in Q1 2022, an estimated $380K.
Exelon made up 0.16% of American National Insurance's portfolio in Q1 2022, its #189 holding.
American National Insurance first reported a position in Exelon in Q2 2013 and has held it in 16 quarters since.
American National Insurance's Exelon position peaked at $5.11M in Q1 2019.
1,025 funds tracked by Wall St. Rank held Exelon as of Q1 2022.

Based on American National Insurance's 13F filing for Q1 2022, filed 13 May 2022.