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Enlightenment Research’s Exelon EXC Stock Holding History

Enlightenment Research’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
-7,851
Closed -$203K – 91
2020
Q2 		$203K Sell
7,851
-982
-11% -$26.1K 0.48% 64
2020
Q1 		$272K Buy
+8,833
New +$278K 0.29% 106

Other funds holding EXC

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

Enlightenment Research's EXC Position: Q3 2020 in Review

Enlightenment Research sold out of Exelon (EXC) in Q3 2020, closing a stake of 7,851 shares — an estimated $203K sold.

Enlightenment Research first reported a position in EXC in Q1 2020 and held it in 2 quarters. The position peaked at $272K in Q1 2020. 855 funds tracked by Wall St. Rank hold EXC as of Q3 2020.

  • Enlightenment Research reported no remaining Exelon position as of Q3 2020 after selling out during the quarter.
  • Enlightenment Research sold 7,851 Exelon shares in Q3 2020, an estimated $203K.
  • Enlightenment Research first reported a position in Exelon in Q1 2020 and held it in 2 quarters.
  • Enlightenment Research's Exelon position peaked at $272K in Q1 2020.
  • 855 funds tracked by Wall St. Rank held Exelon as of Q3 2020.

Based on Enlightenment Research's 13F filing for Q3 2020, filed 12 Nov 2020.