Hudson Value Partners’s Exelon EXC Stock Holding History

Hudson Value 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
2023 Q2	–	Sell	-51,352	Closed	-$2.15M	–	108
2023 Q1	$2.15M	Buy	51,352 +104	+0.2%	+$4.33K	1.22%	28
2022 Q4	$2.22M	Sell	51,248 -5,212	-9%	-$206K	1.36%	25
2022 Q3	$2.12M	Sell	56,460 -8,590	-13%	-$380K	1.42%	27
2022 Q2	$2.95M	Sell	65,050 -850	-1%	-$40K	1.87%	18
2022 Q1	$3.14M	Buy	+65,900	New	+$2.79M	1.62%	20

Other funds holding EXC

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hudson Value Partners's EXC Position: Q2 2023 in Review

Hudson Value Partners sold out of Exelon (EXC) in Q2 2023, closing a stake of 51,352 shares — an estimated $2.15M sold.

Hudson Value Partners first reported a position in EXC in Q1 2022 and held it in 5 quarters. The position peaked at $3.14M in Q1 2022. 1,004 funds tracked by Wall St. Rank hold EXC as of Q2 2023.

Hudson Value Partners reported no remaining Exelon position as of Q2 2023 after selling out during the quarter.
Hudson Value Partners sold 51,352 Exelon shares in Q2 2023, an estimated $2.15M.
Hudson Value Partners first reported a position in Exelon in Q1 2022 and held it in 5 quarters.
Hudson Value Partners's Exelon position peaked at $3.14M in Q1 2022.
1,004 funds tracked by Wall St. Rank held Exelon as of Q2 2023.

Based on Hudson Value Partners's 13F filing for Q2 2023, filed 2 Aug 2023.