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Woodley Farra Manion Portfolio Management’s Exelon EXC Stock Holding History

Woodley Farra Manion Portfolio 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
2020
Q3 		– Sell
-732
Closed -$19K – 187
2020
Q2 		$19K Hold
732
– – ﹤0.01% 231
2020
Q1 		$19K Hold
732
– – ﹤0.01% 229
2019
Q4 		$24K Buy
+732
New +$23.7K ﹤0.01% 230

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Woodley Farra Manion Portfolio Management's EXC Position: Q3 2020 in Review

Woodley Farra Manion Portfolio Management sold out of Exelon (EXC) in Q3 2020, closing a stake of 732 shares — an estimated $19K sold.

Woodley Farra Manion Portfolio Management first reported a position in EXC in Q4 2019 and held it in 3 quarters. The position peaked at $24K in Q4 2019. 856 funds tracked by Wall St. Rank hold EXC as of Q3 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining Exelon position as of Q3 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 732 Exelon shares in Q3 2020, an estimated $19K.
  • Woodley Farra Manion Portfolio Management first reported a position in Exelon in Q4 2019 and held it in 3 quarters.
  • Woodley Farra Manion Portfolio Management's Exelon position peaked at $24K in Q4 2019.
  • 856 funds tracked by Wall St. Rank held Exelon as of Q3 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q3 2020, filed 5 Nov 2020.