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Verus Capital Partners’s Exelon EXC Stock Holding History

Verus Capital Partners’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
2020
Q1 		$64K Buy
2,449
+140
+6% +$4.4K 0.02% 419
2019
Q4 		$75K Buy
+2,309
New +$74.8K 0.02% 466

Other funds holding EXC

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Verus Capital Partners's EXC Position: Q1 2020 in Review

Verus Capital Partners increased its Exelon (EXC) stake by 6.1% in Q1 2020, buying an estimated $4.4K and bringing the position to 2,449 shares worth $64K. The position accounts for 0.02% of the portfolio, ranked #419.

Verus Capital Partners first reported a position in EXC in Q4 2019 and has held it in 2 quarters since. The position peaked at $75K in Q4 2019. 881 funds tracked by Wall St. Rank hold EXC as of Q1 2020.

  • Verus Capital Partners held 2,449 shares of Exelon worth $64K as of Q1 2020.
  • Verus Capital Partners bought 140 Exelon shares in Q1 2020, an estimated $4.4K.
  • Exelon made up 0.02% of Verus Capital Partners's portfolio in Q1 2020, its #419 holding.
  • Verus Capital Partners first reported a position in Exelon in Q4 2019 and has held it in 2 quarters since.
  • Verus Capital Partners's Exelon position peaked at $75K in Q4 2019.
  • 881 funds tracked by Wall St. Rank held Exelon as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.