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Lion Street Advisors’s Phillips Edison & Co PECO Stock Holding History

Lion Street Advisors’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
Q2 		– Sell
-7,256
Closed -$237K – 277
2023
Q1 		$237K Buy
+7,256
New +$237K 0.07% 205

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

Lion Street Advisors's PECO Position: Q2 2023 in Review

Lion Street Advisors sold out of Phillips Edison & Co (PECO) in Q2 2023, closing a stake of 7,256 shares — an estimated $237K sold.

Lion Street Advisors first reported a position in PECO in Q1 2023 and held it in 1 quarter. The position peaked at $237K in Q1 2023. 365 funds tracked by Wall St. Rank hold PECO as of Q2 2023.

  • Lion Street Advisors reported no remaining Phillips Edison & Co position as of Q2 2023 after selling out during the quarter.
  • Lion Street Advisors sold 7,256 Phillips Edison & Co shares in Q2 2023, an estimated $237K.
  • Lion Street Advisors first reported a position in Phillips Edison & Co in Q1 2023 and held it in 1 quarter.
  • Lion Street Advisors's Phillips Edison & Co position peaked at $237K in Q1 2023.
  • 365 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2023.

Based on Lion Street Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.