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Aspire Private Capital’s Phillips Edison & Co PECO Stock Holding History

Aspire Private Capital’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
2023
Q4 		– Sell
-122
Closed -$4.09K – 731
2023
Q3 		$4.09K Hold
122
– – ﹤0.01% 497
2023
Q2 		$4.16K Hold
122
– – ﹤0.01% 472
2023
Q1 		$3.98K Hold
122
– – ﹤0.01% 472
2022
Q4 		$3.88K Hold
122
– – ﹤0.01% 460
2022
Q3 		$3K Hold
122
– – ﹤0.01% 486
2022
Q2 		$4K Sell
122
-3,026
-96% -$103K ﹤0.01% 423
2022
Q1 		$108K Buy
+3,148
New +$103K 0.03% 154

Other funds holding PECO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $535B AUM 26.23% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Aspire Private Capital's PECO Position: Q4 2023 in Review

Aspire Private Capital sold out of Phillips Edison & Co (PECO) in Q4 2023, closing a stake of 122 shares — an estimated $4.09K sold.

Aspire Private Capital first reported a position in PECO in Q1 2022 and held it in 7 quarters. The position peaked at $108K in Q1 2022. 381 funds tracked by Wall St. Rank hold PECO as of Q4 2023.

  • Aspire Private Capital reported no remaining Phillips Edison & Co position as of Q4 2023 after selling out during the quarter.
  • Aspire Private Capital sold 122 Phillips Edison & Co shares in Q4 2023, an estimated $4.09K.
  • Aspire Private Capital first reported a position in Phillips Edison & Co in Q1 2022 and held it in 7 quarters.
  • Aspire Private Capital's Phillips Edison & Co position peaked at $108K in Q1 2022.
  • 381 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2023.

Based on Aspire Private Capital's 13F filing for Q4 2023, filed 1 Feb 2024.