Holocene Advisors
PECO icon

Holocene Advisors’s Phillips Edison & Co PECO Stock Holding History

Holocene 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
2026
Q1 		$1.78M Sell
47,542
-32,292
-40% -$1.2M ﹤0.01% 588
2025
Q4 		$2.84M Sell
79,834
-43,108
-35% -$1.5M 0.01% 453
2025
Q3 		$4.22M Buy
122,942
+31,280
+34% +$1.08M 0.01% 398
2025
Q2 		$3.21M Buy
91,662
+18,944
+26% +$670K 0.01% 481
2025
Q1 		$2.65M Buy
72,718
+22,249
+44% +$804K 0.01% 485
2024
Q4 		$1.89M Sell
50,469
-34,359
-41% -$1.31M 0.01% 582
2024
Q3 		$3.2M Buy
84,828
+16,723
+25% +$597K 0.01% 463
2024
Q2 		$2.23M Sell
68,105
-591,706
-90% -$19.3M 0.01% 494
2024
Q1 		$23.7M Buy
659,811
+15,186
+2% +$537K 0.09% 208
2023
Q4 		$23.5M Buy
644,625
+26,305
+4% +$920K 0.09% 208
2023
Q3 		$20.7M Buy
618,320
+71,905
+13% +$2.49M 0.09% 213
2023
Q2 		$18.6M Sell
546,415
-22,872
-4% -$714K 0.08% 213
2023
Q1 		$18.6M Sell
569,287
-19,638
-3% -$643K 0.09% 208
2022
Q4 		$18.8M Sell
588,925
-7,032
-1% -$216K 0.11% 188
2022
Q3 		$16.7M Buy
595,957
+33,144
+6% +$1.09M 0.11% 193
2022
Q2 		$18.8M Sell
562,813
-363,100
-39% -$12.3M 0.11% 184
2022
Q1 		$31.8M Buy
925,913
+262,688
+40% +$8.62M 0.17% 155
2021
Q4 		$21.9M Sell
663,225
-208,631
-24% -$6.69M 0.11% 191
2021
Q3 		$26.8M Buy
+871,856
New +$25.6M 0.15% 175

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return