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Barber Financial Group’s Phillips Edison & Co PECO Stock Holding History

Barber Financial Group’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
Q1 		$2.08M Sell
63,782
-2,682
-4% -$87.8K 0.37% 31
2022
Q4 		$2.12M Sell
66,464
-1,311
-2% -$40.3K 0.59% 22
2022
Q3 		$1.9M Sell
67,775
-3,828
-5% -$126K 0.55% 23
2022
Q2 		$2.39M Buy
+71,603
New +$2.43M 0.39% 24

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
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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Barber Financial Group's PECO Position: Q1 2023 in Review

Barber Financial Group reduced its Phillips Edison & Co (PECO) stake by 4% in Q1 2023, selling an estimated $87.8K and leaving 63,782 shares worth $2.08M. The position accounts for 0.37% of the portfolio, ranked #31.

Barber Financial Group first reported a position in PECO in Q2 2022 and has held it in 4 quarters since. The position peaked at $2.39M in Q2 2022. 347 funds tracked by Wall St. Rank hold PECO as of Q1 2023.

  • Barber Financial Group held 63,782 shares of Phillips Edison & Co worth $2.08M as of Q1 2023.
  • Barber Financial Group sold 2,682 Phillips Edison & Co shares in Q1 2023, an estimated $87.8K.
  • Phillips Edison & Co made up 0.37% of Barber Financial Group's portfolio in Q1 2023, its #31 holding.
  • Barber Financial Group first reported a position in Phillips Edison & Co in Q2 2022 and has held it in 4 quarters since.
  • Barber Financial Group's Phillips Edison & Co position peaked at $2.39M in Q2 2022.
  • 347 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.