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Harbor Investment Advisory’s Phillips Edison & Co PECO Stock Holding History

Harbor Investment Advisory’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
Q3 		– Sell
-1,257
Closed -$42.8K – 1299
2023
Q2 		$42.8K Buy
+1,257
New +$39.2K 0.01% 754

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
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
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

Harbor Investment Advisory's PECO Position: Q3 2023 in Review

Harbor Investment Advisory sold out of Phillips Edison & Co (PECO) in Q3 2023, closing a stake of 1,257 shares — an estimated $42.8K sold.

Harbor Investment Advisory first reported a position in PECO in Q2 2023 and held it in 1 quarter. The position peaked at $42.8K in Q2 2023. 359 funds tracked by Wall St. Rank hold PECO as of Q3 2023.

  • Harbor Investment Advisory reported no remaining Phillips Edison & Co position as of Q3 2023 after selling out during the quarter.
  • Harbor Investment Advisory sold 1,257 Phillips Edison & Co shares in Q3 2023, an estimated $42.8K.
  • Harbor Investment Advisory first reported a position in Phillips Edison & Co in Q2 2023 and held it in 1 quarter.
  • Harbor Investment Advisory's Phillips Edison & Co position peaked at $42.8K in Q2 2023.
  • 359 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2023.

Based on Harbor Investment Advisory's 13F filing for Q3 2023, filed 13 Oct 2023.