EI
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Ellevest Inc’s Phillips Edison & Co PECO Stock Holding History

Ellevest Inc’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
2026
Q1 		$358K Sell
9,577
-57
-0.6% -$2.12K 0.05% 292
2025
Q4 		$343K Buy
9,634
+259
+3% +$8.99K 0.05% 297
2025
Q3 		$322K Buy
9,375
+67
+0.7% +$2.32K 0.05% 311
2025
Q2 		$326K Buy
9,308
+12
+0.1% +$425 0.05% 286
2025
Q1 		$339K Hold
9,296
– – 0.02% 266
2024
Q4 		$348K Buy
9,296
+33
+0.4% +$1.26K 0.02% 279
2024
Q3 		$349K Buy
9,263
+37
+0.4% +$1.32K 0.02% 292
2024
Q2 		$302K Sell
9,226
-11
-0.1% -$359 0.02% 313
2024
Q1 		$331K Buy
9,237
+116
+1% +$4.1K 0.02% 294
2023
Q4 		$333K Buy
9,121
+51
+0.6% +$1.78K 0.02% 277
2023
Q3 		$304K Buy
9,070
+48
+0.5% +$1.66K 0.02% 260
2023
Q2 		$307K Buy
9,022
+145
+2% +$4.53K 0.02% 266
2023
Q1 		$290K Buy
8,877
+23
+0.3% +$753 0.02% 249
2022
Q4 		$282K Buy
8,854
+95
+1% +$2.92K 0.02% 243
2022
Q3 		$246K Sell
8,759
-2,131
-20% -$70.1K 0.02% 235
2022
Q2 		$364K Buy
10,890
+344
+3% +$11.7K 0.03% 157
2022
Q1 		$363K Buy
+10,546
New +$346K 0.03% 194

Other funds holding PECO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return