Lehman & Derafelo Financial Resources’s Exelon EXC Stock Holding History

Lehman & Derafelo Financial Resources’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
2021 Q3	–	Sell	-24,228	Closed	-$766K	–	204
2021 Q2	$766K	Hold	24,228	–	–	0.21%	56
2021 Q1	$756K	Hold	24,228	–	–	0.21%	55
2020 Q4	$730K	Hold	24,228	–	–	0.22%	56
2020 Q3	$618K	Hold	24,228	–	–	0.2%	69
2020 Q2	$627K	Sell	24,228 -8	-0%	-$212	0.22%	69
2020 Q1	$636K	Hold	24,236	–	–	0.26%	51
2019 Q4	$788K	Buy	24,236 +8	+0%	+$259	0.28%	52
2019 Q3	$835K	Sell	24,228 -140	-0.6%	-$4.7K	0.32%	48
2019 Q2	$855K	Buy	24,368 +140	+0.6%	+$4.94K	0.35%	44
2019 Q1	$866K	Hold	24,228	–	–	0.37%	43
2018 Q4	$779K	Buy	+24,228	New	+$775K	0.39%	39

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Lehman & Derafelo Financial Resources's EXC Position: Q3 2021 in Review

Lehman & Derafelo Financial Resources sold out of Exelon (EXC) in Q3 2021, closing a stake of 24,228 shares — an estimated $766K sold.

Lehman & Derafelo Financial Resources first reported a position in EXC in Q4 2018 and held it in 11 quarters. The position peaked at $866K in Q1 2019. 933 funds tracked by Wall St. Rank hold EXC as of Q3 2021.

Lehman & Derafelo Financial Resources reported no remaining Exelon position as of Q3 2021 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 24,228 Exelon shares in Q3 2021, an estimated $766K.
Lehman & Derafelo Financial Resources first reported a position in Exelon in Q4 2018 and held it in 11 quarters.
Lehman & Derafelo Financial Resources's Exelon position peaked at $866K in Q1 2019.
933 funds tracked by Wall St. Rank held Exelon as of Q3 2021.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q3 2021, filed 28 Oct 2021.