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Bank of the West’s Phillips Edison & Co PECO Stock Holding History

Bank of the West’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
2022
Q4 		$364K Hold
11,442
– – 0.04% 184
2022
Q3 		$321K Hold
11,442
– – 0.04% 180
2022
Q2 		$382K Buy
+11,442
New +$388K 0.05% 174

Other funds holding PECO

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Bank of the West's PECO Position: Q4 2022 in Review

Bank of the West held its Phillips Edison & Co (PECO) position steady in Q4 2022 at 11,442 shares worth $364K. The position accounts for 0.04% of the portfolio, ranked #184.

Bank of the West first reported a position in PECO in Q2 2022 and has held it in 3 quarters since. The position peaked at $382K in Q2 2022. 344 funds tracked by Wall St. Rank hold PECO as of Q4 2022.

  • Bank of the West held 11,442 shares of Phillips Edison & Co worth $364K as of Q4 2022.
  • Bank of the West left its Phillips Edison & Co share count unchanged in Q4 2022.
  • Phillips Edison & Co made up 0.04% of Bank of the West's portfolio in Q4 2022, its #184 holding.
  • Bank of the West first reported a position in Phillips Edison & Co in Q2 2022 and has held it in 3 quarters since.
  • Bank of the West's Phillips Edison & Co position peaked at $382K in Q2 2022.
  • 344 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2022.

Based on Bank of the West's 13F filing for Q4 2022, filed 1 Feb 2023.