Artemis Investment Management’s Exelon EXC Stock Holding History

Artemis 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
2022 Q2	–	Sell	-231,945	Closed	-$11M	–	258
2022 Q1	$11M	Buy	+231,945	New	+$9.83M	0.09%	178
2020 Q3	–	Sell	-206,653	Closed	-$5.37M	–	259
2020 Q2	$5.37M	Buy	+206,653	New	+$5.49M	0.07%	208

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

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Artemis Investment Management's EXC Position: Q2 2022 in Review

Artemis Investment Management sold out of Exelon (EXC) in Q2 2022, closing a stake of 231,945 shares — an estimated $11M sold.

Artemis Investment Management first reported a position in EXC in Q2 2020 and held it in 2 quarters. The position peaked at $11M in Q1 2022. 1,018 funds tracked by Wall St. Rank hold EXC as of Q2 2022.

Artemis Investment Management reported no remaining Exelon position as of Q2 2022 after selling out during the quarter.
Artemis Investment Management sold 231,945 Exelon shares in Q2 2022, an estimated $11M.
Artemis Investment Management first reported a position in Exelon in Q2 2020 and held it in 2 quarters.
Artemis Investment Management's Exelon position peaked at $11M in Q1 2022.
1,018 funds tracked by Wall St. Rank held Exelon as of Q2 2022.

Based on Artemis Investment Management's 13F filing for Q2 2022, filed 22 Jul 2022.