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

Demars 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
2024
Q1 		– Sell
-13,572
Closed -$495K – 77
2023
Q4 		$495K Buy
13,572
+579
+4% +$20.3K 0.26% 41
2023
Q3 		$436K Buy
12,993
+357
+3% +$12.3K 0.25% 54
2023
Q2 		$431K Sell
12,636
-334
-3% -$10.4K 0.24% 57
2023
Q1 		$423K Sell
12,970
-120
-0.9% -$3.93K 0.23% 57
2022
Q4 		$417K Buy
+13,090
New +$402K 0.23% 53

Other funds holding PECO

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Demars Financial Group's PECO Position: Q1 2024 in Review

Demars Financial Group sold out of Phillips Edison & Co (PECO) in Q1 2024, closing a stake of 13,572 shares — an estimated $495K sold.

Demars Financial Group first reported a position in PECO in Q4 2022 and held it in 5 quarters. The position peaked at $495K in Q4 2023. 365 funds tracked by Wall St. Rank hold PECO as of Q1 2024.

  • Demars Financial Group reported no remaining Phillips Edison & Co position as of Q1 2024 after selling out during the quarter.
  • Demars Financial Group sold 13,572 Phillips Edison & Co shares in Q1 2024, an estimated $495K.
  • Demars Financial Group first reported a position in Phillips Edison & Co in Q4 2022 and held it in 5 quarters.
  • Demars Financial Group's Phillips Edison & Co position peaked at $495K in Q4 2023.
  • 365 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2024.

Based on Demars Financial Group's 13F filing for Q1 2024, filed 24 Apr 2024.