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Chandler Asset Management’s Phillips Edison & Co PECO Stock Holding History

Chandler Asset Management’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
-1,374
Closed -$50.1K – 26
2023
Q4 		$50.1K Buy
+1,374
New +$48.1K 0.01% 25
2022
Q4 		– Sell
-1,347
Closed -$38K – 26
2022
Q3 		$38K Hold
1,347
– – 0.01% 26
2022
Q2 		$45K Hold
1,347
– – 0.01% 25
2022
Q1 		$46.3K Buy
+1,347
New +$44.2K 0.01% 25

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

Chandler Asset Management's PECO Position: Q1 2024 in Review

Chandler Asset Management sold out of Phillips Edison & Co (PECO) in Q1 2024, closing a stake of 1,374 shares — an estimated $50.1K sold.

Chandler Asset Management first reported a position in PECO in Q1 2022 and held it in 4 quarters. The position peaked at $50.1K in Q4 2023. 365 funds tracked by Wall St. Rank hold PECO as of Q1 2024.

  • Chandler Asset Management reported no remaining Phillips Edison & Co position as of Q1 2024 after selling out during the quarter.
  • Chandler Asset Management sold 1,374 Phillips Edison & Co shares in Q1 2024, an estimated $50.1K.
  • Chandler Asset Management first reported a position in Phillips Edison & Co in Q1 2022 and held it in 4 quarters.
  • Chandler Asset Management's Phillips Edison & Co position peaked at $50.1K in Q4 2023.
  • 365 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2024.

Based on Chandler Asset Management's 13F filing for Q1 2024, filed 14 May 2024.