Caitlin John’s Exelon EXC Stock Holding History

Caitlin John’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
2024 Q3	–	Sell	-1	Closed	-$35	–	890
2024 Q2	$35	Sell	1 -8	-89%	-$295	﹤0.01%	848
2024 Q1	$344	Sell	9 -2	-18%	-$71	﹤0.01%	822
2023 Q4	$398	Buy	+11	New	+$424	﹤0.01%	816

Other funds holding EXC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Caitlin John's EXC Position: Q3 2024 in Review

Caitlin John sold out of Exelon (EXC) in Q3 2024, closing a stake of 1 share — an estimated $35 sold.

Caitlin John first reported a position in EXC in Q4 2023 and held it in 3 quarters. The position peaked at $398 in Q4 2023. 1,053 funds tracked by Wall St. Rank hold EXC as of Q3 2024.

Caitlin John reported no remaining Exelon position as of Q3 2024 after selling out during the quarter.
Caitlin John sold 1 Exelon share in Q3 2024, an estimated $35.
Caitlin John first reported a position in Exelon in Q4 2023 and held it in 3 quarters.
Caitlin John's Exelon position peaked at $398 in Q4 2023.
1,053 funds tracked by Wall St. Rank held Exelon as of Q3 2024.

Based on Caitlin John's 13F filing for Q3 2024, filed 14 Nov 2024.