Vectors Research Management’s Exelon EXC Stock Holding History

Vectors Research Management’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 Q3	–	Sell	-927	Closed	-$42K	–	252
2022 Q2	$42K	Buy	927 +427	+85%	+$20.1K	0.01%	237
2022 Q1	$24K	Sell	500 -201	-29%	-$8.52K	0.01%	274
2021 Q4	$29K	Hold	701	–	–	0.01%	306
2021 Q3	$24K	Hold	701	–	–	0.01%	293
2021 Q2	$22K	Hold	701	–	–	0.01%	306
2021 Q1	$22K	Hold	701	–	–	0.01%	274
2020 Q4	$21K	Sell	701 -27	-4%	-$797	0.01%	261
2020 Q3	$19K	Hold	728	–	–	0.01%	250
2020 Q2	$19K	Hold	728	–	–	0.01%	243
2020 Q1	$19K	Sell	728 -66	-8%	-$2.08K	0.01%	230
2019 Q4	$26K	Hold	794	–	–	0.01%	240
2019 Q3	$27K	Hold	794	–	–	0.01%	203
2019 Q2	$27K	Hold	794	–	–	0.01%	200
2019 Q1	$28K	Hold	794	–	–	0.02%	198
2018 Q4	$26K	Sell	794 -608	-43%	-$19.4K	0.01%	272
2018 Q3	$43K	Buy	+1,402	New	+$43.1K	0.03%	186

Other funds holding EXC

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Vectors Research Management's EXC Position: Q3 2022 in Review

Vectors Research Management sold out of Exelon (EXC) in Q3 2022, closing a stake of 927 shares — an estimated $42K sold.

Vectors Research Management first reported a position in EXC in Q3 2018 and held it in 16 quarters. The position peaked at $43K in Q3 2018. 988 funds tracked by Wall St. Rank hold EXC as of Q3 2022.

Vectors Research Management reported no remaining Exelon position as of Q3 2022 after selling out during the quarter.
Vectors Research Management sold 927 Exelon shares in Q3 2022, an estimated $42K.
Vectors Research Management first reported a position in Exelon in Q3 2018 and held it in 16 quarters.
Vectors Research Management's Exelon position peaked at $43K in Q3 2018.
988 funds tracked by Wall St. Rank held Exelon as of Q3 2022.

Based on Vectors Research Management's 13F filing for Q3 2022, filed 8 Nov 2022.