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Harvest Fund Management’s Phillips Edison & Co PECO Stock Holding History

Harvest Fund 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
Q3 		– Sell
-1,567
Closed -$53K – 693
2023
Q2 		$53K Sell
1,567
-1,572
-50% -$49.1K 0.01% 420
2023
Q1 		$102K Hold
3,139
– – 0.02% 326
2022
Q4 		$100K Hold
3,139
– – 0.03% 337
2022
Q3 		$88K Buy
+3,139
New +$103K 0.03% 320

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

Harvest Fund Management's PECO Position: Q3 2023 in Review

Harvest Fund Management sold out of Phillips Edison & Co (PECO) in Q3 2023, closing a stake of 1,567 shares — an estimated $53K sold.

Harvest Fund Management first reported a position in PECO in Q3 2022 and held it in 4 quarters. The position peaked at $102K in Q1 2023. 359 funds tracked by Wall St. Rank hold PECO as of Q3 2023.

  • Harvest Fund Management reported no remaining Phillips Edison & Co position as of Q3 2023 after selling out during the quarter.
  • Harvest Fund Management sold 1,567 Phillips Edison & Co shares in Q3 2023, an estimated $53K.
  • Harvest Fund Management first reported a position in Phillips Edison & Co in Q3 2022 and held it in 4 quarters.
  • Harvest Fund Management's Phillips Edison & Co position peaked at $102K in Q1 2023.
  • 359 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2023.

Based on Harvest Fund Management's 13F filing for Q3 2023, filed 7 Nov 2023.