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Jackson Creek Investment Advisors’s Phillips Edison & Co PECO Stock Holding History

Jackson Creek Investment 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
2023
Q4 		– Sell
-27,833
Closed -$934K – 350
2023
Q3 		$934K Buy
+27,833
New +$962K 0.39% 98
2022
Q3 		– Sell
-31,979
Closed -$1.09M – 336
2022
Q2 		$1.09M Sell
31,979
-2,616
-8% -$88.8K 0.44% 48
2022
Q1 		$1.19M Buy
+34,595
New +$1.14M 0.43% 68

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Jackson Creek Investment Advisors's PECO Position: Q4 2023 in Review

Jackson Creek Investment Advisors sold out of Phillips Edison & Co (PECO) in Q4 2023, closing a stake of 27,833 shares — an estimated $934K sold.

Jackson Creek Investment Advisors first reported a position in PECO in Q1 2022 and held it in 3 quarters. The position peaked at $1.19M in Q1 2022. 381 funds tracked by Wall St. Rank hold PECO as of Q4 2023.

  • Jackson Creek Investment Advisors reported no remaining Phillips Edison & Co position as of Q4 2023 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 27,833 Phillips Edison & Co shares in Q4 2023, an estimated $934K.
  • Jackson Creek Investment Advisors first reported a position in Phillips Edison & Co in Q1 2022 and held it in 3 quarters.
  • Jackson Creek Investment Advisors's Phillips Edison & Co position peaked at $1.19M in Q1 2022.
  • 381 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2023.

Based on Jackson Creek Investment Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.