Bank Julius Baer & Co
EXC icon

Bank Julius Baer & Co’s Exelon EXC Stock Holding History

Bank Julius Baer & Co’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 		– Sell
-67
Closed -$2K – 751
2020
Q2 		$2K Sell
67
-5,583
-99% -$148K ﹤0.01% 654
2020
Q1 		$148K Buy
+5,650
New +$178K ﹤0.01% 439

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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

Bank Julius Baer & Co's EXC Position: Q3 2020 in Review

Bank Julius Baer & Co sold out of Exelon (EXC) in Q3 2020, closing a stake of 67 shares — an estimated $2K sold.

Bank Julius Baer & Co first reported a position in EXC in Q1 2020 and held it in 2 quarters. The position peaked at $148K in Q1 2020. 855 funds tracked by Wall St. Rank hold EXC as of Q3 2020.

  • Bank Julius Baer & Co reported no remaining Exelon position as of Q3 2020 after selling out during the quarter.
  • Bank Julius Baer & Co sold 67 Exelon shares in Q3 2020, an estimated $2K.
  • Bank Julius Baer & Co first reported a position in Exelon in Q1 2020 and held it in 2 quarters.
  • Bank Julius Baer & Co's Exelon position peaked at $148K in Q1 2020.
  • 855 funds tracked by Wall St. Rank held Exelon as of Q3 2020.

Based on Bank Julius Baer & Co's 13F filing for Q3 2020, filed 10 Nov 2020.