Evercore Wealth Management’s Phillips Edison & Co PECO Stock Holding History

Evercore Wealth 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
2023 Q4	–	Sell	-12,000	Closed	-$402K	–	439
2023 Q3	$402K	Sell	12,000 -38,156	-76%	-$1.32M	0.01%	291
2023 Q2	$1.71M	Sell	50,156 -2,000	-4%	-$62.4K	0.03%	172
2023 Q1	$1.7M	Sell	52,156 -5,000	-9%	-$164K	0.03%	164
2022 Q4	$1.82M	Sell	57,156 -4,900	-8%	-$151K	0.04%	158
2022 Q3	$1.74M	Buy	62,056 +51,056	+464%	+$1.68M	0.04%	150
2022 Q2	$368K	Buy	+11,000	New	+$373K	0.01%	294

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Evercore Wealth Management's PECO Position: Q4 2023 in Review

Evercore Wealth Management sold out of Phillips Edison & Co (PECO) in Q4 2023, closing a stake of 12,000 shares — an estimated $402K sold.

Evercore Wealth Management first reported a position in PECO in Q2 2022 and held it in 6 quarters. The position peaked at $1.82M in Q4 2022. 381 funds tracked by Wall St. Rank hold PECO as of Q4 2023.

Evercore Wealth Management reported no remaining Phillips Edison & Co position as of Q4 2023 after selling out during the quarter.
Evercore Wealth Management sold 12,000 Phillips Edison & Co shares in Q4 2023, an estimated $402K.
Evercore Wealth Management first reported a position in Phillips Edison & Co in Q2 2022 and held it in 6 quarters.
Evercore Wealth Management's Phillips Edison & Co position peaked at $1.82M in Q4 2022.
381 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2023.

Based on Evercore Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.