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Aigen Investment Management’s Phillips Edison & Co PECO Stock Holding History

Aigen Investment Management’s Portfolio PECO Stock Details PECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-14,746
Closed -$482K – 945
2024
Q2 		$482K Buy
+14,746
New +$481K 0.09% 316
2023
Q1 		– Sell
-10,428
Closed -$332K – 767
2022
Q4 		$332K Sell
10,428
-4,791
-31% -$147K 0.05% 343
2022
Q3 		$427K Buy
+15,219
New +$500K 0.06% 334
2022
Q2 		– Sell
-11,429
Closed -$393K – 681
2022
Q1 		$393K Buy
+11,429
New +$375K 0.07% 320

Other funds holding PECO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Aigen Investment Management's PECO Position: Q3 2024 in Review

Aigen Investment Management sold out of Phillips Edison & Co (PECO) in Q3 2024, closing a stake of 14,746 shares — an estimated $482K sold.

Aigen Investment Management first reported a position in PECO in Q1 2022 and held it in 4 quarters. The position peaked at $482K in Q2 2024. 402 funds tracked by Wall St. Rank hold PECO as of Q3 2024.

  • Aigen Investment Management reported no remaining Phillips Edison & Co position as of Q3 2024 after selling out during the quarter.
  • Aigen Investment Management sold 14,746 Phillips Edison & Co shares in Q3 2024, an estimated $482K.
  • Aigen Investment Management first reported a position in Phillips Edison & Co in Q1 2022 and held it in 4 quarters.
  • Aigen Investment Management's Phillips Edison & Co position peaked at $482K in Q2 2024.
  • 402 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2024.

Based on Aigen Investment Management's 13F filing for Q3 2024, filed 5 Nov 2024.