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 New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

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

Fidelity Investments

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return