Systematic Portfolios’s Exelon EXC Stock Holding History

Systematic Portfolios’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 Q2	–	Sell	-8,342	Closed	-$313K	–	92
2024 Q1	$313K	Buy	+8,342	New	+$298K	1.03%	29

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Systematic Portfolios's EXC Position: Q2 2024 in Review

Systematic Portfolios sold out of Exelon (EXC) in Q2 2024, closing a stake of 8,342 shares — an estimated $313K sold.

Systematic Portfolios first reported a position in EXC in Q1 2024 and held it in 1 quarter. The position peaked at $313K in Q1 2024. 990 funds tracked by Wall St. Rank hold EXC as of Q2 2024.

Systematic Portfolios reported no remaining Exelon position as of Q2 2024 after selling out during the quarter.
Systematic Portfolios sold 8,342 Exelon shares in Q2 2024, an estimated $313K.
Systematic Portfolios first reported a position in Exelon in Q1 2024 and held it in 1 quarter.
Systematic Portfolios's Exelon position peaked at $313K in Q1 2024.
990 funds tracked by Wall St. Rank held Exelon as of Q2 2024.

Based on Systematic Portfolios's 13F filing for Q2 2024, filed 14 Aug 2024.