Polianta Ltd’s Exelon EXC Stock Holding History

Polianta Ltd’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
2024 Q3	–	Sell	-30,900	Closed	-$1.07M	–	82
2024 Q2	$1.07M	Buy	+30,900	New	+$1.14M	0.54%	41

Other funds holding EXC

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Polianta Ltd's EXC Position: Q3 2024 in Review

Polianta Ltd sold out of Exelon (EXC) in Q3 2024, closing a stake of 30,900 shares — an estimated $1.07M sold.

Polianta Ltd first reported a position in EXC in Q2 2024 and held it in 1 quarter. The position peaked at $1.07M in Q2 2024. 1,053 funds tracked by Wall St. Rank hold EXC as of Q3 2024.

Polianta Ltd reported no remaining Exelon position as of Q3 2024 after selling out during the quarter.
Polianta Ltd sold 30,900 Exelon shares in Q3 2024, an estimated $1.07M.
Polianta Ltd first reported a position in Exelon in Q2 2024 and held it in 1 quarter.
Polianta Ltd's Exelon position peaked at $1.07M in Q2 2024.
1,053 funds tracked by Wall St. Rank held Exelon as of Q3 2024.

Based on Polianta Ltd's 13F filing for Q3 2024, filed 11 Oct 2024.