Sandy Spring Bank’s Exelon EXC Stock Holding History

Sandy Spring Bank’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
2025 Q1	$65K	Hold	1,411	–	–	﹤0.01%	525
2024 Q4	$53.1K	Hold	1,411	–	–	﹤0.01%	565
2024 Q3	$57.2K	Hold	1,411	–	–	﹤0.01%	563
2024 Q2	$48.8K	Sell	1,411 -265	-16%	-$9.78K	﹤0.01%	596
2024 Q1	$63K	Buy	1,676 +114	+7%	+$4.07K	﹤0.01%	533
2023 Q4	$56.1K	Hold	1,562	–	–	﹤0.01%	540
2023 Q3	$59K	Buy	1,562 +18	+1%	+$733	﹤0.01%	518
2023 Q2	$62.9K	Sell	1,544 -487	-24%	-$20.1K	﹤0.01%	501
2023 Q1	$85.1K	Sell	2,031 -1,001	-33%	-$41.7K	﹤0.01%	451
2022 Q4	$131K	Buy	3,032 +939	+45%	+$37.1K	0.01%	387
2022 Q3	$78K	Hold	2,093	–	–	﹤0.01%	444
2022 Q2	$95K	Hold	2,093	–	–	0.01%	416
2022 Q1	$99K	Sell	2,093 -1,381	-40%	-$58.5K	0.01%	423
2021 Q4	$143K	Hold	3,474	–	–	0.01%	385
2021 Q3	$120K	Hold	3,474	–	–	0.01%	389
2021 Q2	$109K	Sell	3,474 -2,372	-41%	-$76.4K	0.01%	406
2021 Q1	$182K	Buy	5,846 +193	+3%	+$5.8K	0.01%	333
2020 Q4	$171K	Hold	5,653	–	–	0.01%	332
2020 Q3	$144K	Buy	5,653 +245	+5%	+$6.5K	0.01%	326
2020 Q2	$140K	Buy	5,408 +1,787	+49%	+$47.4K	0.01%	318
2020 Q1	$95K	Buy	3,621 +496	+16%	+$15.6K	0.01%	348
2019 Q4	$101K	Hold	3,125	–	–	0.01%	370
2019 Q3	$107K	Buy	3,125 +294	+10%	+$9.87K	0.01%	361
2019 Q2	$96K	Hold	2,831	–	–	0.01%	372
2019 Q1	$101K	Hold	2,831	–	–	0.01%	363
2018 Q4	$91K	Sell	2,831 -140	-5%	-$4.48K	0.01%	370
2018 Q3	$93K	Sell	2,971 -52	-2%	-$1.6K	0.01%	385
2018 Q2	$92K	Sell	3,023 -844	-22%	-$24.2K	0.01%	389
2018 Q1	$108K	Sell	3,867 -345	-8%	-$9.32K	0.01%	366
2017 Q4	$118K	Buy	4,212 +58	+1%	+$1.67K	0.01%	332
2017 Q3	$112K	Hold	4,154	–	–	0.01%	334
2017 Q2	$107K	Buy	4,154 +380	+10%	+$9.67K	0.01%	350
2017 Q1	$97K	Buy	3,774 +598	+19%	+$15.2K	0.01%	350
2016 Q4	$81K	Hold	3,176	–	–	0.01%	375
2016 Q3	$75K	Hold	3,176	–	–	0.01%	386
2016 Q2	$82K	Sell	3,176 -189	-6%	-$4.67K	0.01%	372
2016 Q1	$87K	Hold	3,365	–	–	0.01%	365
2015 Q4	$67K	Sell	3,365 -701	-17%	-$14.2K	0.01%	384
2015 Q3	$86K	Sell	4,066 -420	-9%	-$9.44K	0.01%	360
2015 Q2	$100K	Sell	4,486 -330	-7%	-$7.91K	0.01%	367
2015 Q1	$115K	Buy	4,816 +121	+3%	+$3K	0.01%	343
2014 Q4	$124K	Sell	4,695 -407	-8%	-$10.4K	0.01%	310
2014 Q3	$124K	Sell	5,102 -140	-3%	-$3.28K	0.02%	315
2014 Q2	$136K	Sell	5,242 -2,777	-35%	-$70.8K	0.02%	301
2014 Q1	$192K	Buy	8,019 +1,174	+17%	+$24.7K	0.03%	260
2013 Q4	$133K	Sell	6,845 -3,325	-33%	-$66.9K	0.02%	288
2013 Q3	$215K	Sell	10,170 -7,756	-43%	-$170K	0.03%	240
2013 Q2	$395K	Buy	+17,926	New	+$435K	0.06%	198

Other funds holding EXC

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sandy Spring Bank's EXC Position: Q1 2025 in Review

Sandy Spring Bank held its Exelon (EXC) position steady in Q1 2025 at 1,411 shares worth $65K. The position accounts for ﹤0.01% of the portfolio, ranked #525.

Sandy Spring Bank first reported a position in EXC in Q2 2013 and has held it in 48 quarters since. The position peaked at $395K in Q2 2013. 1,195 funds tracked by Wall St. Rank hold EXC as of Q1 2025.

Sandy Spring Bank held 1,411 shares of Exelon worth $65K as of Q1 2025.
Sandy Spring Bank left its Exelon share count unchanged in Q1 2025.
Exelon made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #525 holding.
Sandy Spring Bank first reported a position in Exelon in Q2 2013 and has held it in 48 quarters since.
Sandy Spring Bank's Exelon position peaked at $395K in Q2 2013.
1,195 funds tracked by Wall St. Rank held Exelon as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.