ZIG
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Zullo Investment Group’s Exelon EXC Stock Holding History

Zullo Investment Group’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
2023
Q1 		– Sell
-332
Closed -$14.3K – 325
2022
Q4 		$14.3K Sell
332
-57
-15% -$2.25K 0.01% 440
2022
Q3 		$15K Hold
389
– – 0.01% 431
2022
Q2 		$18K Hold
389
– – 0.01% 411
2022
Q1 		$19K Sell
389
-156
-29% -$6.61K 0.01% 430
2021
Q4 		$22K Buy
+545
New +$20.5K 0.01% 413

Other funds holding EXC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Zullo Investment Group's EXC Position: Q1 2023 in Review

Zullo Investment Group sold out of Exelon (EXC) in Q1 2023, closing a stake of 332 shares — an estimated $14.3K sold.

Zullo Investment Group first reported a position in EXC in Q4 2021 and held it in 5 quarters. The position peaked at $22K in Q4 2021. 999 funds tracked by Wall St. Rank hold EXC as of Q1 2023.

  • Zullo Investment Group reported no remaining Exelon position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 332 Exelon shares in Q1 2023, an estimated $14.3K.
  • Zullo Investment Group first reported a position in Exelon in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Exelon position peaked at $22K in Q4 2021.
  • 999 funds tracked by Wall St. Rank held Exelon as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.