Seven Grand Managers’s Exelon EXC Stock Holding History

Seven Grand Managers’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	-250,000	Closed	-$8.65M	–	75
2024 Q2	$8.65M	Hold	250,000	–	–	3.91%	8
2024 Q1	$9.39M	Buy	+250,000	New	+$8.93M	4.6%	5

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Seven Grand Managers's EXC Position: Q3 2024 in Review

Seven Grand Managers sold out of Exelon (EXC) in Q3 2024, closing a stake of 250,000 shares — an estimated $8.65M sold.

Seven Grand Managers first reported a position in EXC in Q1 2024 and held it in 2 quarters. The position peaked at $9.39M in Q1 2024. 1,051 funds tracked by Wall St. Rank hold EXC as of Q3 2024.

Seven Grand Managers reported no remaining Exelon position as of Q3 2024 after selling out during the quarter.
Seven Grand Managers sold 250,000 Exelon shares in Q3 2024, an estimated $8.65M.
Seven Grand Managers first reported a position in Exelon in Q1 2024 and held it in 2 quarters.
Seven Grand Managers's Exelon position peaked at $9.39M in Q1 2024.
1,051 funds tracked by Wall St. Rank held Exelon as of Q3 2024.

Based on Seven Grand Managers's 13F filing for Q3 2024, filed 16 Oct 2024.