GI
PECO icon

Gradient Investments’s Phillips Edison & Co PECO Stock Holding History

Gradient Investments’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
-4,056
Closed -$148K – 1659
2023
Q4 		$148K Sell
4,056
-1,133
-22% -$39.6K ﹤0.01% 376
2023
Q3 		$174K Hold
5,189
– – ﹤0.01% 335
2023
Q2 		$177K Hold
5,189
– – ﹤0.01% 338
2023
Q1 		$169K Hold
5,189
– – ﹤0.01% 311
2022
Q4 		$165K Hold
5,189
– – 0.01% 321
2022
Q3 		$146K Buy
5,189
+1,133
+28% +$37.2K ﹤0.01% 317
2022
Q2 		$136K Hold
4,056
– – ﹤0.01% 333
2022
Q1 		$139K Buy
+4,056
New +$133K ﹤0.01% 329

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

Gradient Investments's PECO Position: Q1 2024 in Review

Gradient Investments sold out of Phillips Edison & Co (PECO) in Q1 2024, closing a stake of 4,056 shares — an estimated $148K sold.

Gradient Investments first reported a position in PECO in Q1 2022 and held it in 8 quarters. The position peaked at $177K in Q2 2023. 365 funds tracked by Wall St. Rank hold PECO as of Q1 2024.

  • Gradient Investments reported no remaining Phillips Edison & Co position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 4,056 Phillips Edison & Co shares in Q1 2024, an estimated $148K.
  • Gradient Investments first reported a position in Phillips Edison & Co in Q1 2022 and held it in 8 quarters.
  • Gradient Investments's Phillips Edison & Co position peaked at $177K in Q2 2023.
  • 365 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.