Ameritas Investment Company’s Exelon EXC Stock Holding History

Ameritas Investment Company’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
2021 Q3	$409K	Buy	11,868 +8,214	+225%	+$281K	0.02%	470
2021 Q2	$397K	Buy	3,654 +80	+2%	+$2.58K	0.02%	480
2021 Q1	$111K	Buy	+3,574	New	+$107K	0.01%	728
2020 Q2	–	Sell	-14,592	Closed	-$354K	–	701
2020 Q1	$354K	Buy	14,592 +10,069	+223%	+$317K	0.06%	239
2019 Q4	$147K	Sell	4,523 -1,647	-27%	-$53.3K	0.03%	388
2019 Q3	$206K	Buy	+6,170	New	+$207K	0.04%	319
2019 Q2	–	Sell	-16,534	Closed	-$591K	–	422
2019 Q1	$591K	Sell	16,534 -4,308	-21%	-$147K	0.11%	153
2018 Q4	$670K	Buy	+20,842	New	+$667K	0.14%	133

Other funds holding EXC

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Ameritas Investment Company's EXC Position: Q3 2021 in Review

Ameritas Investment Company increased its Exelon (EXC) stake by 225% in Q3 2021, buying an estimated $281K and bringing the position to 11,868 shares worth $409K. The position accounts for 0.02% of the portfolio, ranked #470.

Ameritas Investment Company first reported a position in EXC in Q4 2018 and has held it in 8 quarters since. The position peaked at $670K in Q4 2018. 934 funds tracked by Wall St. Rank hold EXC as of Q3 2021.

Ameritas Investment Company held 11,868 shares of Exelon worth $409K as of Q3 2021.
Ameritas Investment Company bought 8,214 Exelon shares in Q3 2021, an estimated $281K.
Exelon made up 0.02% of Ameritas Investment Company's portfolio in Q3 2021, its #470 holding.
Ameritas Investment Company first reported a position in Exelon in Q4 2018 and has held it in 8 quarters since.
Ameritas Investment Company's Exelon position peaked at $670K in Q4 2018.
934 funds tracked by Wall St. Rank held Exelon as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.