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Moody Lynn & Lieberson’s Exelon EXC Stock Holding History

Moody Lynn & Lieberson’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
2022
Q4 		– Sell
-7,490
Closed -$281K – 223
2022
Q3 		$281K Hold
7,490
– – 0.03% 191
2022
Q2 		$339K Hold
7,490
– – 0.03% 181
2022
Q1 		$357K Buy
+7,490
New +$317K 0.03% 185

Other funds holding EXC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Moody Lynn & Lieberson's EXC Position: Q4 2022 in Review

Moody Lynn & Lieberson sold out of Exelon (EXC) in Q4 2022, closing a stake of 7,490 shares — an estimated $281K sold.

Moody Lynn & Lieberson first reported a position in EXC in Q1 2022 and held it in 3 quarters. The position peaked at $357K in Q1 2022. 1,005 funds tracked by Wall St. Rank hold EXC as of Q4 2022.

  • Moody Lynn & Lieberson reported no remaining Exelon position as of Q4 2022 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 7,490 Exelon shares in Q4 2022, an estimated $281K.
  • Moody Lynn & Lieberson first reported a position in Exelon in Q1 2022 and held it in 3 quarters.
  • Moody Lynn & Lieberson's Exelon position peaked at $357K in Q1 2022.
  • 1,005 funds tracked by Wall St. Rank held Exelon as of Q4 2022.

Based on Moody Lynn & Lieberson's 13F filing for Q4 2022, filed 1 Feb 2023.