CTC
PECO icon

Central Trust Company’s Phillips Edison & Co PECO Stock Holding History

Central Trust Company’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 		– Sell
-1,000
Closed -$37.7K – 1492
2024
Q3 		$37.7K Hold
1,000
– – ﹤0.01% 839
2024
Q2 		$32.7K Hold
1,000
– – ﹤0.01% 857
2024
Q1 		$35.9K Hold
1,000
– – ﹤0.01% 869
2023
Q4 		$36.5K Hold
1,000
– – ﹤0.01% 854
2023
Q3 		$33.5K Sell
1,000
-730
-42% -$25.2K ﹤0.01% 850
2023
Q2 		$59K Hold
1,730
– – ﹤0.01% 751
2023
Q1 		$56.4K Hold
1,730
– – ﹤0.01% 770
2022
Q4 		$55.1K Hold
1,730
– – ﹤0.01% 755
2022
Q3 		$49K Hold
1,730
– – ﹤0.01% 774
2022
Q2 		$58K Hold
1,730
– – ﹤0.01% 742
2022
Q1 		$59K Buy
+1,730
New +$56.8K ﹤0.01% 779

Other funds holding PECO

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Central Trust Company's PECO Position: Q4 2024 in Review

Central Trust Company sold out of Phillips Edison & Co (PECO) in Q4 2024, closing a stake of 1,000 shares — an estimated $37.7K sold.

Central Trust Company first reported a position in PECO in Q1 2022 and held it in 11 quarters. The position peaked at $59K in Q1 2022. 403 funds tracked by Wall St. Rank hold PECO as of Q4 2024.

  • Central Trust Company reported no remaining Phillips Edison & Co position as of Q4 2024 after selling out during the quarter.
  • Central Trust Company sold 1,000 Phillips Edison & Co shares in Q4 2024, an estimated $37.7K.
  • Central Trust Company first reported a position in Phillips Edison & Co in Q1 2022 and held it in 11 quarters.
  • Central Trust Company's Phillips Edison & Co position peaked at $59K in Q1 2022.
  • 403 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2024.

Based on Central Trust Company's 13F filing for Q4 2024, filed 24 Jan 2025.