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Mach-1 Financial Group’s Phillips Edison & Co PECO Stock Holding History

Mach-1 Financial Group’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
2022
Q4 		– Sell
-995
Closed -$27K – 359
2022
Q3 		$27K Sell
995
-150
-13% -$4.93K 0.03% 141
2022
Q2 		$38K Sell
1,145
-140
-11% -$4.75K 0.03% 135
2022
Q1 		$44K Buy
+1,285
New +$42.2K 0.03% 65

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Mach-1 Financial Group's PECO Position: Q4 2022 in Review

Mach-1 Financial Group sold out of Phillips Edison & Co (PECO) in Q4 2022, closing a stake of 995 shares — an estimated $27K sold.

Mach-1 Financial Group first reported a position in PECO in Q1 2022 and held it in 3 quarters. The position peaked at $44K in Q1 2022. 344 funds tracked by Wall St. Rank hold PECO as of Q4 2022.

  • Mach-1 Financial Group reported no remaining Phillips Edison & Co position as of Q4 2022 after selling out during the quarter.
  • Mach-1 Financial Group sold 995 Phillips Edison & Co shares in Q4 2022, an estimated $27K.
  • Mach-1 Financial Group first reported a position in Phillips Edison & Co in Q1 2022 and held it in 3 quarters.
  • Mach-1 Financial Group's Phillips Edison & Co position peaked at $44K in Q1 2022.
  • 344 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2022.

Based on Mach-1 Financial Group's 13F filing for Q4 2022, filed 2 Feb 2023.