FORA Capital’s Exelon EXC Stock Holding History

FORA Capital’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
2022 Q4	–	Sell	-59,076	Closed	-$2.21M	–	529
2022 Q3	$2.21M	Buy	+59,076	New	+$2.61M	0.42%	59
2022 Q2	–	Sell	-20,770	Closed	-$981K	–	506
2022 Q1	$981K	Buy	+20,770	New	+$880K	0.18%	160
2020 Q2	–	Sell	-62,044	Closed	-$1.63M	–	1027
2020 Q1	$1.63M	Sell	62,044 -4,234	-6%	-$133K	0.35%	60
2019 Q4	$2.15M	Buy	+66,278	New	+$2.15M	0.22%	120

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

FORA Capital's EXC Position: Q4 2022 in Review

FORA Capital sold out of Exelon (EXC) in Q4 2022, closing a stake of 59,076 shares — an estimated $2.21M sold.

FORA Capital first reported a position in EXC in Q4 2019 and held it in 4 quarters. The position peaked at $2.21M in Q3 2022. 1,005 funds tracked by Wall St. Rank hold EXC as of Q4 2022.

FORA Capital reported no remaining Exelon position as of Q4 2022 after selling out during the quarter.
FORA Capital sold 59,076 Exelon shares in Q4 2022, an estimated $2.21M.
FORA Capital first reported a position in Exelon in Q4 2019 and held it in 4 quarters.
FORA Capital's Exelon position peaked at $2.21M in Q3 2022.
1,005 funds tracked by Wall St. Rank held Exelon as of Q4 2022.

Based on FORA Capital's 13F filing for Q4 2022, filed 8 Feb 2023.