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Kiwi Wealth Investments Limited Partnership’s Exelon EXC Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
-22,365
Closed -$1.01M – 229
2022
Q3 		$1.01M Hold
22,365
– – 0.07% 171
2022
Q2 		$1.01M Sell
22,365
-364
-2% -$17.1K 0.07% 171
2022
Q1 		$1.08M Buy
+22,729
New +$963K 0.06% 185

Other funds holding EXC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's EXC Position: Q4 2022 in Review

Kiwi Wealth Investments Limited Partnership sold out of Exelon (EXC) in Q4 2022, closing a stake of 22,365 shares — an estimated $1.01M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in EXC in Q1 2022 and held it in 3 quarters. The position peaked at $1.08M in Q1 2022. 1,006 funds tracked by Wall St. Rank hold EXC as of Q4 2022.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Exelon position as of Q4 2022 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 22,365 Exelon shares in Q4 2022, an estimated $1.01M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Exelon in Q1 2022 and held it in 3 quarters.
  • Kiwi Wealth Investments Limited Partnership's Exelon position peaked at $1.08M in Q1 2022.
  • 1,006 funds tracked by Wall St. Rank held Exelon as of Q4 2022.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2022, filed 15 Feb 2023.