SCFS
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S.C. Financial Services’s Exelon EXC Stock Holding History

S.C. Financial Services’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 		$320K Hold
7,393
– – 0.49% 70
2022
Q3 		$277K Hold
7,393
– – 0.44% 82
2022
Q2 		$335K Hold
7,393
– – 0.52% 67
2022
Q1 		$352K Sell
7,393
-3,770
-34% -$160K 0.45% 75
2021
Q4 		$450K Buy
+11,163
New +$420K 0.52% 61

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

S.C. Financial Services's EXC Position: Q4 2022 in Review

S.C. Financial Services held its Exelon (EXC) position steady in Q4 2022 at 7,393 shares worth $320K. The position accounts for 0.49% of the portfolio, ranked #70.

S.C. Financial Services first reported a position in EXC in Q4 2021 and has held it in 5 quarters since. The position peaked at $450K in Q4 2021. 1,005 funds tracked by Wall St. Rank hold EXC as of Q4 2022.

  • S.C. Financial Services held 7,393 shares of Exelon worth $320K as of Q4 2022.
  • S.C. Financial Services left its Exelon share count unchanged in Q4 2022.
  • Exelon made up 0.49% of S.C. Financial Services's portfolio in Q4 2022, its #70 holding.
  • S.C. Financial Services first reported a position in Exelon in Q4 2021 and has held it in 5 quarters since.
  • S.C. Financial Services's Exelon position peaked at $450K in Q4 2021.
  • 1,005 funds tracked by Wall St. Rank held Exelon as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.