Outfitter Financial’s Exelon EXC Stock Holding History

Outfitter Financial’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 Q1	–	Sell	-5,208	Closed	-$225K	–	84
2022 Q4	$225K	Buy	+5,208	New	+$206K	0.2%	80
2022 Q3	–	Sell	-5,208	Closed	-$236K	–	83
2022 Q2	$236K	Hold	5,208	–	–	0.21%	82
2022 Q1	$248K	Sell	5,208 -2,094	-29%	-$88.7K	0.19%	85
2021 Q4	$301K	Hold	7,302	–	–	0.22%	82
2021 Q3	$252K	Hold	7,302	–	–	0.2%	89
2021 Q2	$231K	Hold	7,302	–	–	0.18%	94
2021 Q1	$228K	Hold	7,302	–	–	0.19%	93
2020 Q4	$220K	Buy	+7,302	New	+$216K	0.21%	91

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

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Outfitter Financial's EXC Position: Q1 2023 in Review

Outfitter Financial sold out of Exelon (EXC) in Q1 2023, closing a stake of 5,208 shares — an estimated $225K sold.

Outfitter Financial first reported a position in EXC in Q4 2020 and held it in 8 quarters. The position peaked at $301K in Q4 2021. 999 funds tracked by Wall St. Rank hold EXC as of Q1 2023.

Outfitter Financial reported no remaining Exelon position as of Q1 2023 after selling out during the quarter.
Outfitter Financial sold 5,208 Exelon shares in Q1 2023, an estimated $225K.
Outfitter Financial first reported a position in Exelon in Q4 2020 and held it in 8 quarters.
Outfitter Financial's Exelon position peaked at $301K in Q4 2021.
999 funds tracked by Wall St. Rank held Exelon as of Q1 2023.

Based on Outfitter Financial's 13F filing for Q1 2023, filed 28 Apr 2023.