Migdal Insurance & Financial Holdings’s Exelon EXC Stock Holding History

Migdal Insurance & Financial 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
2021 Q1	–	Sell	-2,089	Closed	-$63K	–	687
2020 Q4	$63K	Sell	2,089 -1,856	-47%	-$54.8K	﹤0.01%	481
2020 Q3	$101K	Buy	+3,945	New	+$105K	﹤0.01%	471
2018 Q1	–	Sell	-1,071	Closed	-$30K	–	728
2017 Q4	$30K	Buy	1,071 +307	+40%	+$8.82K	﹤0.01%	451
2017 Q3	$21K	Buy	+764	New	+$20.4K	﹤0.01%	499
2017 Q1	–	Sell	-336	Closed	-$9K	–	469
2016 Q4	$9K	Buy	+336	New	+$7.97K	﹤0.01%	397

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Migdal Insurance & Financial Holdings's EXC Position: Q1 2021 in Review

Migdal Insurance & Financial Holdings sold out of Exelon (EXC) in Q1 2021, closing a stake of 2,089 shares — an estimated $63K sold.

Migdal Insurance & Financial Holdings first reported a position in EXC in Q4 2016 and held it in 5 quarters. The position peaked at $101K in Q3 2020. 922 funds tracked by Wall St. Rank hold EXC as of Q1 2021.

Migdal Insurance & Financial Holdings reported no remaining Exelon position as of Q1 2021 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 2,089 Exelon shares in Q1 2021, an estimated $63K.
Migdal Insurance & Financial Holdings first reported a position in Exelon in Q4 2016 and held it in 5 quarters.
Migdal Insurance & Financial Holdings's Exelon position peaked at $101K in Q3 2020.
922 funds tracked by Wall St. Rank held Exelon as of Q1 2021.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2021, filed 4 May 2021.