Charles D. Hyman’s Exelon EXC Stock Holding History

Charles D. Hyman’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
2023 Q4	–	Sell	-5,375	Closed	-$203K	–	246
2023 Q3	$203K	Sell	5,375 -125	-2%	-$5.09K	0.01%	225
2023 Q2	$224K	Hold	5,500	–	–	0.01%	226
2023 Q1	$230K	Hold	5,500	–	–	0.02%	225
2022 Q4	$238K	Hold	5,500	–	–	0.02%	213
2022 Q3	$206K	Hold	5,500	–	–	0.02%	223
2022 Q2	$249K	Buy	+5,500	New	+$259K	0.02%	210

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Charles D. Hyman's EXC Position: Q4 2023 in Review

Charles D. Hyman sold out of Exelon (EXC) in Q4 2023, closing a stake of 5,375 shares — an estimated $203K sold.

Charles D. Hyman first reported a position in EXC in Q2 2022 and held it in 6 quarters. The position peaked at $249K in Q2 2022. 1,017 funds tracked by Wall St. Rank hold EXC as of Q4 2023.

Charles D. Hyman reported no remaining Exelon position as of Q4 2023 after selling out during the quarter.
Charles D. Hyman sold 5,375 Exelon shares in Q4 2023, an estimated $203K.
Charles D. Hyman first reported a position in Exelon in Q2 2022 and held it in 6 quarters.
Charles D. Hyman's Exelon position peaked at $249K in Q2 2022.
1,017 funds tracked by Wall St. Rank held Exelon as of Q4 2023.

Based on Charles D. Hyman's 13F filing for Q4 2023, filed 6 Feb 2024.