AlphaMark Advisors’s Phillips Edison & Co PECO Stock Holding History

AlphaMark Advisors’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 Q4	$6K	Hold	154	–	–	﹤0.01%	496
2024 Q3	$6K	Hold	154	–	–	﹤0.01%	562
2024 Q2	$5K	Sell	154 -8,347	-98%	-$272K	﹤0.01%	617
2024 Q1	$305K	Buy	8,501 +8,347	+5,420%	+$295K	0.11%	158
2023 Q4	$6K	Hold	154	–	–	﹤0.01%	574
2023 Q3	$5K	Hold	154	–	–	﹤0.01%	590
2023 Q2	$5K	Hold	154	–	–	﹤0.01%	488
2023 Q1	$5K	Hold	154	–	–	﹤0.01%	500
2022 Q4	$5K	Hold	154	–	–	﹤0.01%	453
2022 Q3	$4K	Hold	154	–	–	﹤0.01%	541
2022 Q2	$5K	Hold	154	–	–	﹤0.01%	470
2022 Q1	$5K	Buy	+154	New	+$5.06K	﹤0.01%	479

Other funds holding PECO

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AlphaMark Advisors's PECO Position: Q4 2024 in Review

AlphaMark Advisors held its Phillips Edison & Co (PECO) position steady in Q4 2024 at 154 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

AlphaMark Advisors first reported a position in PECO in Q1 2022 and has held it in 12 quarters since. The position peaked at $305K in Q1 2024. 403 funds tracked by Wall St. Rank hold PECO as of Q4 2024.

AlphaMark Advisors held 154 shares of Phillips Edison & Co worth $6K as of Q4 2024.
AlphaMark Advisors left its Phillips Edison & Co share count unchanged in Q4 2024.
Phillips Edison & Co made up ﹤0.01% of AlphaMark Advisors's portfolio in Q4 2024, its #496 holding.
AlphaMark Advisors first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 12 quarters since.
AlphaMark Advisors's Phillips Edison & Co position peaked at $305K in Q1 2024.
403 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2024.

Based on AlphaMark Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.