JIM
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Jupiter Investment Management’s Exelon EXC Stock Holding History

Jupiter Investment Management’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
-936,985
Closed -$30.5M – 411
2019
Q4 		$30.5M Buy
936,985
+21,520
+2% +$697K 0.42% 70
2019
Q3 		$31.5M Sell
915,465
-646,985
-41% -$21.7M 0.41% 75
2019
Q2 		$53.4M Buy
+1,562,450
New +$55.1M 0.55% 66
2018
Q4 		– Sell
-14,857
Closed -$462K – 386
2018
Q3 		$462K Buy
+14,857
New +$457K ﹤0.01% 315
2017
Q4 		– Sell
-19,512
Closed -$524K – 388
2017
Q3 		$524K Sell
19,512
-14,582
-43% -$390K 0.01% 270
2017
Q2 		$877K Sell
34,094
-1,870,182
-98% -$47.6M 0.01% 260
2017
Q1 		$48.9M Buy
1,904,276
+634,419
+50% +$16.2M 0.69% 48
2016
Q4 		$32.1M Buy
1,269,857
+724,991
+133% +$17.2M 0.55% 59
2016
Q3 		$12.9M Sell
544,866
-487,497
-47% -$12.2M 0.22% 93
2016
Q2 		$26.8M Sell
1,032,363
-32,592
-3% -$806K 0.5% 61
2016
Q1 		$27.2M Sell
1,064,955
-185,093
-15% -$4.15M 0.56% 67
2015
Q4 		$24.8M Buy
1,250,048
+124,420
+11% +$2.52M 0.66% 55
2015
Q3 		$23.8M Buy
1,125,628
+1,076,418
+2,187% +$24.2M 0.67% 50
2015
Q2 		$1.1M Sell
49,210
-455,210
-90% -$10.9M 0.03% 171
2015
Q1 		$12.1M Buy
504,420
+489,224
+3,219% +$12.1M 0.38% 69
2014
Q4 		$401K Sell
15,196
-956,152
-98% -$24.5M 0.01% 313
2014
Q3 		$23.6M Buy
971,348
+872,787
+886% +$20.4M 1.16% 27
2014
Q2 		$2.56M Buy
+98,561
New +$2.51M 0.14% 127
2013
Q4 		– Sell
-133,811
Closed -$2.83M – 355
2013
Q3 		$2.83M Sell
133,811
-85,181
-39% -$1.86M 0.27% 136
2013
Q2 		$4.82M Buy
+218,992
New +$5.31M 0.58% 66

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jupiter Investment Management's EXC Position: Q1 2020 in Review

Jupiter Investment Management sold out of Exelon (EXC) in Q1 2020, closing a stake of 936,985 shares — an estimated $30.5M sold.

Jupiter Investment Management first reported a position in EXC in Q2 2013 and held it in 20 quarters. The position peaked at $53.4M in Q2 2019. 881 funds tracked by Wall St. Rank hold EXC as of Q1 2020.

  • Jupiter Investment Management reported no remaining Exelon position as of Q1 2020 after selling out during the quarter.
  • Jupiter Investment Management sold 936,985 Exelon shares in Q1 2020, an estimated $30.5M.
  • Jupiter Investment Management first reported a position in Exelon in Q2 2013 and held it in 20 quarters.
  • Jupiter Investment Management's Exelon position peaked at $53.4M in Q2 2019.
  • 881 funds tracked by Wall St. Rank held Exelon as of Q1 2020.

Based on Jupiter Investment Management's 13F filing for Q1 2020, filed 23 Apr 2020.