L & S Advisors’s Exelon EXC Stock Holding History

L & S Advisors’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 Q4	–	Sell	-42,729	Closed	-$1.61M	–	338
2023 Q3	$1.61M	Buy	+42,729	New	+$1.74M	0.23%	113

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

L & S Advisors's EXC Position: Q4 2023 in Review

L & S Advisors sold out of Exelon (EXC) in Q4 2023, closing a stake of 42,729 shares — an estimated $1.61M sold.

L & S Advisors first reported a position in EXC in Q3 2023 and held it in 1 quarter. The position peaked at $1.61M in Q3 2023. 1,017 funds tracked by Wall St. Rank hold EXC as of Q4 2023.

L & S Advisors reported no remaining Exelon position as of Q4 2023 after selling out during the quarter.
L & S Advisors sold 42,729 Exelon shares in Q4 2023, an estimated $1.61M.
L & S Advisors first reported a position in Exelon in Q3 2023 and held it in 1 quarter.
L & S Advisors's Exelon position peaked at $1.61M in Q3 2023.
1,017 funds tracked by Wall St. Rank held Exelon as of Q4 2023.

Based on L & S Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.