Ken Fisher
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Ken Fisher’s Phillips Edison & Co PECO Stock Holding History

Ken Fisher’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
Q1 		– Sell
-7,161
Closed -$261K – 1030
2023
Q4 		$261K Hold
7,161
– – ﹤0.01% 892
2023
Q3 		$240K Sell
7,161
-2,176
-23% -$75.2K ﹤0.01% 984
2023
Q2 		$318K Buy
9,337
+2,176
+30% +$67.9K ﹤0.01% 943
2023
Q1 		$234K Hold
7,161
– – ﹤0.01% 958
2022
Q4 		$228K Hold
7,161
– – ﹤0.01% 959
2022
Q3 		$201K Hold
7,161
– – ﹤0.01% 890
2022
Q2 		$239K Sell
7,161
-34,281
-83% -$1.16M ﹤0.01% 845
2022
Q1 		$1.43M Buy
+41,442
New +$1.36M ﹤0.01% 594

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 $315B AUM 27.84% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ken Fisher's PECO Position: Q1 2024 in Review

Ken Fisher sold out of Phillips Edison & Co (PECO) in Q1 2024, closing a stake of 7,161 shares — an estimated $261K sold.

Ken Fisher first reported a position in PECO in Q1 2022 and held it in 8 quarters. The position peaked at $1.43M in Q1 2022. 365 funds tracked by Wall St. Rank hold PECO as of Q1 2024.

  • Ken Fisher reported no remaining Phillips Edison & Co position as of Q1 2024 after selling out during the quarter.
  • Ken Fisher sold 7,161 Phillips Edison & Co shares in Q1 2024, an estimated $261K.
  • Ken Fisher first reported a position in Phillips Edison & Co in Q1 2022 and held it in 8 quarters.
  • Ken Fisher's Phillips Edison & Co position peaked at $1.43M in Q1 2022.
  • 365 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2024.

Based on Fisher Asset Management's 13F filing for Q1 2024, filed 9 May 2024.