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Legacy Investment Solutions’s Phillips Edison & Co PECO Stock Holding History

Legacy Investment Solutions’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
Q4 		$34.8K Hold
933
– – 0.02% 150
2024
Q3 		$36.5K Buy
+933
New +$33.3K 0.02% 141

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Wellington Management Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Investment Solutions's PECO Position: Q4 2024 in Review

Legacy Investment Solutions held its Phillips Edison & Co (PECO) position steady in Q4 2024 at 933 shares worth $34.8K. The position accounts for 0.02% of the portfolio, ranked #150.

Legacy Investment Solutions first reported a position in PECO in Q3 2024 and has held it in 2 quarters since. The position peaked at $36.5K in Q3 2024. 403 funds tracked by Wall St. Rank hold PECO as of Q4 2024.

  • Legacy Investment Solutions held 933 shares of Phillips Edison & Co worth $34.8K as of Q4 2024.
  • Legacy Investment Solutions left its Phillips Edison & Co share count unchanged in Q4 2024.
  • Phillips Edison & Co made up 0.02% of Legacy Investment Solutions's portfolio in Q4 2024, its #150 holding.
  • Legacy Investment Solutions first reported a position in Phillips Edison & Co in Q3 2024 and has held it in 2 quarters since.
  • Legacy Investment Solutions's Phillips Edison & Co position peaked at $36.5K in Q3 2024.
  • 403 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2024.

Based on Legacy Investment Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.