JIP
PECO icon

Jaffetilchin Investment Partners’s Phillips Edison & Co PECO Stock Holding History

Jaffetilchin Investment Partners’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
-2,230
Closed -$84.1K – 1024
2024
Q3 		$84.1K Buy
+2,230
New +$79.6K 0.01% 494

Other funds holding PECO

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Jaffetilchin Investment Partners's PECO Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Phillips Edison & Co (PECO) in Q4 2024, closing a stake of 2,230 shares — an estimated $84.1K sold.

Jaffetilchin Investment Partners first reported a position in PECO in Q3 2024 and held it in 1 quarter. The position peaked at $84.1K in Q3 2024. 403 funds tracked by Wall St. Rank hold PECO as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Phillips Edison & Co position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 2,230 Phillips Edison & Co shares in Q4 2024, an estimated $84.1K.
  • Jaffetilchin Investment Partners first reported a position in Phillips Edison & Co in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's Phillips Edison & Co position peaked at $84.1K in Q3 2024.
  • 403 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.