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Kimelman & Baird’s Phillips Edison & Co PECO Stock Holding History

Kimelman & Baird’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
2025
Q1 		– Sell
-6,725
Closed -$252K – 356
2024
Q4 		$252K Hold
6,725
– – 0.02% 117
2024
Q3 		$254K Hold
6,725
– – 0.02% 118
2024
Q2 		$220K Buy
+6,725
New +$219K 0.02% 123

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kimelman & Baird's PECO Position: Q1 2025 in Review

Kimelman & Baird sold out of Phillips Edison & Co (PECO) in Q1 2025, closing a stake of 6,725 shares — an estimated $252K sold.

Kimelman & Baird first reported a position in PECO in Q2 2024 and held it in 3 quarters. The position peaked at $254K in Q3 2024. 405 funds tracked by Wall St. Rank hold PECO as of Q1 2025.

  • Kimelman & Baird reported no remaining Phillips Edison & Co position as of Q1 2025 after selling out during the quarter.
  • Kimelman & Baird sold 6,725 Phillips Edison & Co shares in Q1 2025, an estimated $252K.
  • Kimelman & Baird first reported a position in Phillips Edison & Co in Q2 2024 and held it in 3 quarters.
  • Kimelman & Baird's Phillips Edison & Co position peaked at $254K in Q3 2024.
  • 405 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2025.

Based on Kimelman & Baird's 13F filing for Q1 2025, filed 13 May 2025.