Echo Street Capital Management’s Exelon EXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-10,361
Closed -$392K 158
2023
Q3
$392K Sell
10,361
-154
-1% -$6.28K ﹤0.01% 319
2023
Q2
$428K Buy
+10,515
New +$435K ﹤0.01% 305
2022
Q4
Sell
-15,255
Closed -$571K 551
2022
Q3
$571K Buy
15,255
+461
+3% +$20.4K 0.01% 245
2022
Q2
$670K Buy
+14,794
New +$696K 0.01% 245
2022
Q1
Sell
-7,906
Closed -$326K 654
2021
Q4
$326K Buy
+7,906
New +$298K ﹤0.01% 505
2021
Q2
Sell
-8,676
Closed -$271K 639
2021
Q1
$271K Buy
+8,676
New +$261K ﹤0.01% 440

Other funds holding EXC

Echo Street Capital Management's EXC Position: Q4 2023 in Review

Echo Street Capital Management sold out of Exelon (EXC) in Q4 2023, closing a stake of 10,361 shares — an estimated $392K sold.

Echo Street Capital Management first reported a position in EXC in Q1 2021 and held it in 6 quarters. The position peaked at $670K in Q2 2022. 1,018 funds tracked by Wall St. Rank hold EXC as of Q4 2023.

  • Echo Street Capital Management reported no remaining Exelon position as of Q4 2023 after selling out during the quarter.
  • Echo Street Capital Management sold 10,361 Exelon shares in Q4 2023, an estimated $392K.
  • Echo Street Capital Management first reported a position in Exelon in Q1 2021 and held it in 6 quarters.
  • Echo Street Capital Management's Exelon position peaked at $670K in Q2 2022.
  • 1,018 funds tracked by Wall St. Rank held Exelon as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.