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Renaissance Investment Consultants Holding Company’s Exelon EXC Stock Holding History

Renaissance Investment Consultants Holding Company’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
2020
Q3 		$293K Sell
9,545
-263
-3% -$6.97K 0.27% 63
2020
Q2 		$266K Sell
9,808
-3,025
-24% -$80.3K 0.29% 67
2020
Q1 		$337K Sell
12,833
-1,333
-9% -$41.9K 0.47% 49
2019
Q4 		$459K Buy
+14,166
New +$459K 0.52% 47

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Renaissance Investment Consultants Holding Company's EXC Position: Q3 2020 in Review

Renaissance Investment Consultants Holding Company reduced its Exelon (EXC) stake by 2.7% in Q3 2020, selling an estimated $6.97K and leaving 9,545 shares worth $293K. The position accounts for 0.27% of the portfolio, ranked #63.

Renaissance Investment Consultants Holding Company first reported a position in EXC in Q4 2019 and has held it in 4 quarters since. The position peaked at $459K in Q4 2019. 856 funds tracked by Wall St. Rank hold EXC as of Q3 2020.

  • Renaissance Investment Consultants Holding Company held 9,545 shares of Exelon worth $293K as of Q3 2020.
  • Renaissance Investment Consultants Holding Company sold 263 Exelon shares in Q3 2020, an estimated $6.97K.
  • Exelon made up 0.27% of Renaissance Investment Consultants Holding Company's portfolio in Q3 2020, its #63 holding.
  • Renaissance Investment Consultants Holding Company first reported a position in Exelon in Q4 2019 and has held it in 4 quarters since.
  • Renaissance Investment Consultants Holding Company's Exelon position peaked at $459K in Q4 2019.
  • 856 funds tracked by Wall St. Rank held Exelon as of Q3 2020.

Based on Renaissance Investment Consultants Holding Company's 13F filing for Q3 2020, filed 6 Nov 2020.