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Echo Street Capital Management’s Phillips Edison & Co PECO Stock Holding History

Echo Street Capital 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
2022
Q4 		– Sell
-54,061
Closed -$1.52M – 617
2022
Q3 		$1.52M Buy
+54,061
New +$1.78M 0.01% 120

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Echo Street Capital Management's PECO Position: Q4 2022 in Review

Echo Street Capital Management sold out of Phillips Edison & Co (PECO) in Q4 2022, closing a stake of 54,061 shares — an estimated $1.52M sold.

Echo Street Capital Management first reported a position in PECO in Q3 2022 and held it in 1 quarter. The position peaked at $1.52M in Q3 2022. 344 funds tracked by Wall St. Rank hold PECO as of Q4 2022.

  • Echo Street Capital Management reported no remaining Phillips Edison & Co position as of Q4 2022 after selling out during the quarter.
  • Echo Street Capital Management sold 54,061 Phillips Edison & Co shares in Q4 2022, an estimated $1.52M.
  • Echo Street Capital Management first reported a position in Phillips Edison & Co in Q3 2022 and held it in 1 quarter.
  • Echo Street Capital Management's Phillips Edison & Co position peaked at $1.52M in Q3 2022.
  • 344 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2022.

Based on Echo Street Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.