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Hobbs Group Advisors’s Phillips Edison & Co PECO Stock Holding History

Hobbs Group Advisors’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
Q4 		– Sell
-1,201
Closed -$45.3K – 475
2024
Q3 		$45.3K Hold
1,201
– – 0.02% 260
2024
Q2 		$39.3K Buy
+1,201
New +$39.2K 0.01% 252
2023
Q4 		$43.8K Buy
+1,201
New +$42K 0.02% 225

Other funds holding PECO

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hobbs Group Advisors's PECO Position: Q4 2024 in Review

Hobbs Group Advisors sold out of Phillips Edison & Co (PECO) in Q4 2024, closing a stake of 1,201 shares — an estimated $45.3K sold.

Hobbs Group Advisors first reported a position in PECO in Q4 2023 and held it in 3 quarters. The position peaked at $45.3K in Q3 2024. 403 funds tracked by Wall St. Rank hold PECO as of Q4 2024.

  • Hobbs Group Advisors reported no remaining Phillips Edison & Co position as of Q4 2024 after selling out during the quarter.
  • Hobbs Group Advisors sold 1,201 Phillips Edison & Co shares in Q4 2024, an estimated $45.3K.
  • Hobbs Group Advisors first reported a position in Phillips Edison & Co in Q4 2023 and held it in 3 quarters.
  • Hobbs Group Advisors's Phillips Edison & Co position peaked at $45.3K in Q3 2024.
  • 403 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2024.

Based on Hobbs Group Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.