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Sargent Bickham Lagudis’s Exelon EXC Stock Holding History

Sargent Bickham Lagudis’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 		$32.9K Sell
761
-69
-8% -$2.73K ﹤0.01% 511
2022
Q3 		$31K Buy
830
+3
+0.4% +$133 ﹤0.01% 492
2022
Q2 		$38K Buy
827
+74
+10% +$3.48K ﹤0.01% 480
2022
Q1 		$36K Sell
753
-299
-28% -$12.7K ﹤0.01% 515
2021
Q4 		$43K Buy
1,052
+3
+0.3% +$113 ﹤0.01% 477
2021
Q3 		$36K Buy
1,049
+3
+0.3% +$103 ﹤0.01% 510
2021
Q2 		$33K Sell
1,046
-177
-14% -$5.7K ﹤0.01% 522
2021
Q1 		$38K Sell
1,223
-713
-37% -$21.4K ﹤0.01% 481
2020
Q4 		$58K Sell
1,936
-331
-15% -$9.77K 0.01% 402
2020
Q3 		$58K Buy
2,267
+6
+0.3% +$159 0.01% 361
2020
Q2 		$59K Buy
2,261
+4
+0.2% +$106 0.01% 334
2020
Q1 		$59K Sell
2,257
-1,127
-33% -$35.4K 0.01% 316
2019
Q4 		$110K Buy
3,384
+9
+0.3% +$291 0.01% 273
2019
Q3 		$116K Sell
3,375
-1,295
-28% -$43.5K 0.01% 241
2019
Q2 		$160K Buy
4,670
+6
+0.1% +$212 0.02% 222
2019
Q1 		$167K Sell
4,664
-645
-12% -$22K 0.02% 231
2018
Q4 		$171K Buy
5,309
+3,652
+220% +$117K 0.02% 213
2018
Q3 		$52K Buy
1,657
+10
+0.6% +$308 0.01% 357
2018
Q2 		$50K Buy
1,647
+9
+0.5% +$258 0.01% 356
2018
Q1 		$46K Sell
1,638
-410
-20% -$11.1K 0.01% 370
2017
Q4 		$58K Buy
2,048
+8
+0.4% +$230 0.01% 350
2017
Q3 		$55K Buy
2,040
+1,059
+108% +$28.3K 0.01% 355
2017
Q2 		$25K Buy
981
+1
+0.1% +$25 ﹤0.01% 452
2017
Q1 		$25K Buy
980
+132
+16% +$3.36K ﹤0.01% 455
2016
Q4 		$21K Hold
848
– – ﹤0.01% 454
2016
Q3 		$20 Hold
848
– – ﹤0.01% 477
2016
Q2 		$22K Hold
848
– – ﹤0.01% 444
2016
Q1 		$22K Buy
+848
New +$19K ﹤0.01% 472

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

Sargent Bickham Lagudis's EXC Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its Exelon (EXC) stake by 8.3% in Q4 2022, selling an estimated $2.73K and leaving 761 shares worth $32.9K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

Sargent Bickham Lagudis first reported a position in EXC in Q1 2016 and has held it in 28 quarters since. The position peaked at $171K in Q4 2018. 1,005 funds tracked by Wall St. Rank hold EXC as of Q4 2022.

  • Sargent Bickham Lagudis held 761 shares of Exelon worth $32.9K as of Q4 2022.
  • Sargent Bickham Lagudis sold 69 Exelon shares in Q4 2022, an estimated $2.73K.
  • Exelon made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #511 holding.
  • Sargent Bickham Lagudis first reported a position in Exelon in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's Exelon position peaked at $171K in Q4 2018.
  • 1,005 funds tracked by Wall St. Rank held Exelon as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.