MD Financial Management’s Exelon EXC Stock Holding History

MD Financial 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
2021 Q4	$2.56M	Buy	62,019 +4,115	+7%	+$155K	0.06%	149
2021 Q3	$2M	Sell	57,904 -3,792	-6%	-$130K	0.05%	187
2021 Q2	$1.95M	Buy	61,696 +5,130	+9%	+$165K	0.06%	198
2021 Q1	$1.76M	Buy	+56,566	New	+$1.7M	0.05%	128

Other funds holding EXC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MD Financial Management's EXC Position: Q4 2021 in Review

MD Financial Management increased its Exelon (EXC) stake by 7.1% in Q4 2021, buying an estimated $155K and bringing the position to 62,019 shares worth $2.56M. The position accounts for 0.06% of the portfolio, ranked #149.

MD Financial Management first reported a position in EXC in Q1 2021 and has held it in 4 quarters since. 1,069 funds tracked by Wall St. Rank hold EXC as of Q4 2021.

MD Financial Management held 62,019 shares of Exelon worth $2.56M as of Q4 2021.
MD Financial Management bought 4,115 Exelon shares in Q4 2021, an estimated $155K.
Exelon made up 0.06% of MD Financial Management's portfolio in Q4 2021, its #149 holding.
MD Financial Management first reported a position in Exelon in Q1 2021 and has held it in 4 quarters since.
1,069 funds tracked by Wall St. Rank held Exelon as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.