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Kula Investments’s Phillips Edison & Co PECO Stock Holding History

Kula Investments’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 		$207K Buy
+6,339
New +$207K 0.05% 558

Other funds holding PECO

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

Kula Investments's PECO Position: Q1 2023 in Review

Kula Investments opened a new position in Phillips Edison & Co (PECO) in Q1 2023: 6,339 shares worth $207K. The stake represents 0.05% of the portfolio and ranks #558 among its holdings.

347 funds tracked by Wall St. Rank hold PECO as of Q1 2023.

  • Kula Investments held 6,339 shares of Phillips Edison & Co worth $207K as of Q1 2023.
  • Phillips Edison & Co was a new Kula Investments position in Q1 2023.
  • Phillips Edison & Co made up 0.05% of Kula Investments's portfolio in Q1 2023, its #558 holding.
  • 347 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.