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Householder Group Estate & Retirement Specialist’s Phillips Edison & Co PECO Stock Holding History

Householder Group Estate & Retirement Specialist’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
-1,263
Closed -$47K – 996
2024
Q3 		$47K Hold
1,263
– – 0.01% 492
2024
Q2 		$41K Hold
1,263
– – 0.01% 515
2024
Q1 		$45.3K Hold
1,263
– – 0.01% 490
2023
Q4 		$46K Hold
1,263
– – 0.02% 475
2023
Q3 		$42.4K Buy
+1,263
New +$43.7K 0.02% 481
2023
Q1 		$41K Hold
1,263
– – 0.02% 475
2022
Q4 		$40K Hold
1,263
– – 0.06% 125
2022
Q3 		$35K Buy
+1,263
New +$41.5K 0.01% 462

Other funds holding PECO

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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

Householder Group Estate & Retirement Specialist's PECO Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Phillips Edison & Co (PECO) in Q4 2024, closing a stake of 1,263 shares — an estimated $47K sold.

Householder Group Estate & Retirement Specialist first reported a position in PECO in Q3 2022 and held it in 8 quarters. The position peaked at $47K in Q3 2024. 403 funds tracked by Wall St. Rank hold PECO as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Phillips Edison & Co position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 1,263 Phillips Edison & Co shares in Q4 2024, an estimated $47K.
  • Householder Group Estate & Retirement Specialist first reported a position in Phillips Edison & Co in Q3 2022 and held it in 8 quarters.
  • Householder Group Estate & Retirement Specialist's Phillips Edison & Co position peaked at $47K in Q3 2024.
  • 403 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.