New Hampshire Trust’s Exelon EXC Stock Holding History

New Hampshire Trust’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
2023 Q2	–	Sell	-422	Closed	-$17.7K	–	220
2023 Q1	$17.7K	Hold	422	–	–	﹤0.01%	320
2022 Q4	$18.2K	Buy	+422	New	+$16.7K	﹤0.01%	320

Other funds holding EXC

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

New Hampshire Trust's EXC Position: Q2 2023 in Review

New Hampshire Trust sold out of Exelon (EXC) in Q2 2023, closing a stake of 422 shares — an estimated $17.7K sold.

New Hampshire Trust first reported a position in EXC in Q4 2022 and held it in 2 quarters. The position peaked at $18.2K in Q4 2022. 1,003 funds tracked by Wall St. Rank hold EXC as of Q2 2023.

New Hampshire Trust reported no remaining Exelon position as of Q2 2023 after selling out during the quarter.
New Hampshire Trust sold 422 Exelon shares in Q2 2023, an estimated $17.7K.
New Hampshire Trust first reported a position in Exelon in Q4 2022 and held it in 2 quarters.
New Hampshire Trust's Exelon position peaked at $18.2K in Q4 2022.
1,003 funds tracked by Wall St. Rank held Exelon as of Q2 2023.

Based on New Hampshire Trust's 13F filing for Q2 2023, filed 11 Jul 2023.