Credit Suisse’s Phillips Edison & Co PECO Stock Holding History

Credit Suisse’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	$5.69M	Buy	158,516 +1,802	+1%	+$63.7K	0.01%	1229
2023 Q4	$5.72M	Sell	156,714 -97,058	-38%	-$3.39M	0.01%	1257
2023 Q3	$8.51M	Sell	253,772 -15,924	-6%	-$551K	0.01%	976
2023 Q2	$9.19M	Buy	269,696 +7,327	+3%	+$229K	0.01%	965
2023 Q1	$8.56M	Buy	262,369 +125,711	+92%	+$4.11M	0.01%	1001
2022 Q4	$4.35M	Buy	136,658 +5,867	+4%	+$180K	﹤0.01%	1393
2022 Q3	$3.67M	Sell	130,791 -1,441	-1%	-$47.4K	﹤0.01%	1443
2022 Q2	$4.42M	Buy	132,232 +110,186	+500%	+$3.74M	﹤0.01%	1361
2022 Q1	$758K	Buy	22,046 +7,518	+52%	+$247K	﹤0.01%	2723
2021 Q4	$481K	Buy	+14,528	New	+$466K	﹤0.01%	3841

Other funds holding PECO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Credit Suisse's PECO Position: Q1 2024 in Review

Credit Suisse increased its Phillips Edison & Co (PECO) stake by 1.1% in Q1 2024, buying an estimated $63.7K and bringing the position to 158,516 shares worth $5.69M. The position accounts for 0.01% of the portfolio, ranked #1229.

Credit Suisse first reported a position in PECO in Q4 2021 and has held it in 10 quarters since. The position peaked at $9.19M in Q2 2023. 365 funds tracked by Wall St. Rank hold PECO as of Q1 2024.

Credit Suisse held 158,516 shares of Phillips Edison & Co worth $5.69M as of Q1 2024.
Credit Suisse bought 1,802 Phillips Edison & Co shares in Q1 2024, an estimated $63.7K.
Phillips Edison & Co made up 0.01% of Credit Suisse's portfolio in Q1 2024, its #1229 holding.
Credit Suisse first reported a position in Phillips Edison & Co in Q4 2021 and has held it in 10 quarters since.
Credit Suisse's Phillips Edison & Co position peaked at $9.19M in Q2 2023.
365 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.