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Bank Pictet & Cie (Europe)’s Phillips Edison & Co PECO Stock Holding History

Bank Pictet & Cie (Europe)’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
Q1 		– Sell
-17,281
Closed -$630K – 242
2023
Q4 		$630K Buy
17,281
+326
+2% +$11.4K 0.02% 164
2023
Q3 		$569K Buy
16,955
+187
+1% +$6.46K 0.02% 166
2023
Q2 		$571K Buy
+16,768
New +$523K 0.02% 169

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 $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank Pictet & Cie (Europe)'s PECO Position: Q1 2024 in Review

Bank Pictet & Cie (Europe) sold out of Phillips Edison & Co (PECO) in Q1 2024, closing a stake of 17,281 shares — an estimated $630K sold.

Bank Pictet & Cie (Europe) first reported a position in PECO in Q2 2023 and held it in 3 quarters. The position peaked at $630K in Q4 2023. 365 funds tracked by Wall St. Rank hold PECO as of Q1 2024.

  • Bank Pictet & Cie (Europe) reported no remaining Phillips Edison & Co position as of Q1 2024 after selling out during the quarter.
  • Bank Pictet & Cie (Europe) sold 17,281 Phillips Edison & Co shares in Q1 2024, an estimated $630K.
  • Bank Pictet & Cie (Europe) first reported a position in Phillips Edison & Co in Q2 2023 and held it in 3 quarters.
  • Bank Pictet & Cie (Europe)'s Phillips Edison & Co position peaked at $630K in Q4 2023.
  • 365 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2024.

Based on Bank Pictet & Cie (Europe)'s 13F filing for Q1 2024, filed 7 May 2024.