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Madison Investment Holdings’s Exelon EXC Stock Holding History

Madison Investment Holdings’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
2018
Q4 		– Sell
-6,665
Closed -$208K – 239
2018
Q3 		$208K Sell
6,665
-140
-2% -$4.31K ﹤0.01% 256
2018
Q2 		$207K Buy
+6,805
New +$195K ﹤0.01% 253

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Madison Investment Holdings's EXC Position: Q4 2018 in Review

Madison Investment Holdings sold out of Exelon (EXC) in Q4 2018, closing a stake of 6,665 shares — an estimated $208K sold.

Madison Investment Holdings first reported a position in EXC in Q2 2018 and held it in 2 quarters. The position peaked at $208K in Q3 2018. 978 funds tracked by Wall St. Rank hold EXC as of Q4 2018.

  • Madison Investment Holdings reported no remaining Exelon position as of Q4 2018 after selling out during the quarter.
  • Madison Investment Holdings sold 6,665 Exelon shares in Q4 2018, an estimated $208K.
  • Madison Investment Holdings first reported a position in Exelon in Q2 2018 and held it in 2 quarters.
  • Madison Investment Holdings's Exelon position peaked at $208K in Q3 2018.
  • 978 funds tracked by Wall St. Rank held Exelon as of Q4 2018.

Based on Madison Investment Holdings's 13F filing for Q4 2018, filed 8 Feb 2019.