Jacobs Levy Equity Management’s Phillips Edison & Co PECO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.46M | Sell |
70,314
-88,735
| -56% | -$3.11M | 0.01% | 581 |
|
2025
Q1 | $5.8M | Sell |
159,049
-22,807
| -13% | -$832K | 0.02% | 436 |
|
2024
Q4 | $6.81M | Buy |
181,856
+42,710
| +31% | +$1.6M | 0.02% | 371 |
|
2024
Q3 | $5.25M | Buy |
139,146
+118,640
| +579% | +$4.47M | 0.02% | 438 |
|
2024
Q2 | $671K | Buy |
+20,506
| New | +$671K | ﹤0.01% | 803 |
|
2022
Q3 | – | Sell |
-184,576
| Closed | -$6.17M | – | 1125 |
|
2022
Q2 | $6.17M | Buy |
184,576
+167,090
| +956% | +$5.58M | 0.05% | 380 |
|
2022
Q1 | $601K | Buy |
+17,486
| New | +$601K | ﹤0.01% | 836 |
|