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Jefferies Financial Group’s Phillips Edison & Co PECO Stock Holding History

Jefferies Financial Group’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
Q1 		– Sell
-16,213
Closed -$516K – 1902
2022
Q4 		$516K Buy
+16,213
New +$498K ﹤0.01% 1046

Other funds holding PECO

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Jefferies Financial Group's PECO Position: Q1 2023 in Review

Jefferies Financial Group sold out of Phillips Edison & Co (PECO) in Q1 2023, closing a stake of 16,213 shares — an estimated $516K sold.

Jefferies Financial Group first reported a position in PECO in Q4 2022 and held it in 1 quarter. The position peaked at $516K in Q4 2022. 347 funds tracked by Wall St. Rank hold PECO as of Q1 2023.

  • Jefferies Financial Group reported no remaining Phillips Edison & Co position as of Q1 2023 after selling out during the quarter.
  • Jefferies Financial Group sold 16,213 Phillips Edison & Co shares in Q1 2023, an estimated $516K.
  • Jefferies Financial Group first reported a position in Phillips Edison & Co in Q4 2022 and held it in 1 quarter.
  • Jefferies Financial Group's Phillips Edison & Co position peaked at $516K in Q4 2022.
  • 347 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2023.

Based on Jefferies Financial Group's 13F filing for Q1 2023, filed 15 May 2023.