Great Diamond Partners’s Exelon EXC Stock Holding History

Great Diamond Partners’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 Q1	–	Sell	-952	Closed	-$30K	–	277
2019 Q4	$30K	Buy	+952	New	+$30.8K	0.01%	381

Other funds holding EXC

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Great Diamond Partners's EXC Position: Q1 2020 in Review

Great Diamond Partners sold out of Exelon (EXC) in Q1 2020, closing a stake of 952 shares — an estimated $30K sold.

Great Diamond Partners first reported a position in EXC in Q4 2019 and held it in 1 quarter. The position peaked at $30K in Q4 2019. 881 funds tracked by Wall St. Rank hold EXC as of Q1 2020.

Great Diamond Partners reported no remaining Exelon position as of Q1 2020 after selling out during the quarter.
Great Diamond Partners sold 952 Exelon shares in Q1 2020, an estimated $30K.
Great Diamond Partners first reported a position in Exelon in Q4 2019 and held it in 1 quarter.
Great Diamond Partners's Exelon position peaked at $30K in Q4 2019.
881 funds tracked by Wall St. Rank held Exelon as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.