Kayne Anderson Rudnick Investment Management’s Phillips Edison & Co PECO Stock Holding History

Kayne Anderson Rudnick Investment Management’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 Q2	–	Sell	-2,738	Closed	-$98.2K	–	1013
2024 Q1	$98.2K	Sell	2,738 -1,439	-34%	-$50.9K	﹤0.01%	502
2023 Q4	$152K	Sell	4,177 -7,131	-63%	-$249K	﹤0.01%	455
2023 Q3	$379K	Hold	11,308	–	–	﹤0.01%	402
2023 Q2	$385K	Hold	11,308	–	–	﹤0.01%	400
2023 Q1	$369K	Hold	11,308	–	–	﹤0.01%	391
2022 Q4	$360K	Hold	11,308	–	–	﹤0.01%	400
2022 Q3	$317K	Hold	11,308	–	–	﹤0.01%	390
2022 Q2	$378K	Hold	11,308	–	–	﹤0.01%	385
2022 Q1	$389K	Buy	+11,308	New	+$371K	﹤0.01%	374

Other funds holding PECO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Kayne Anderson Rudnick Investment Management's PECO Position: Q2 2024 in Review

Kayne Anderson Rudnick Investment Management sold out of Phillips Edison & Co (PECO) in Q2 2024, closing a stake of 2,738 shares — an estimated $98.2K sold.

Kayne Anderson Rudnick Investment Management first reported a position in PECO in Q1 2022 and held it in 9 quarters. The position peaked at $389K in Q1 2022. 373 funds tracked by Wall St. Rank hold PECO as of Q2 2024.

Kayne Anderson Rudnick Investment Management reported no remaining Phillips Edison & Co position as of Q2 2024 after selling out during the quarter.
Kayne Anderson Rudnick Investment Management sold 2,738 Phillips Edison & Co shares in Q2 2024, an estimated $98.2K.
Kayne Anderson Rudnick Investment Management first reported a position in Phillips Edison & Co in Q1 2022 and held it in 9 quarters.
Kayne Anderson Rudnick Investment Management's Phillips Edison & Co position peaked at $389K in Q1 2022.
373 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2024.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2024, filed 13 Aug 2024.