Mackenzie Financial
PECO icon

Mackenzie Financial’s Phillips Edison & Co PECO Stock Holding History

Mackenzie Financial’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
2026
Q1 		$1.65M Buy
44,047
+35,435
+411% +$1.32M ﹤0.01% 976
2025
Q4 		$308K Sell
8,612
-5
-0.1% -$174 ﹤0.01% 1377
2025
Q3 		$296K Sell
8,617
-1
-0% -$35 ﹤0.01% 1413
2025
Q2 		$302K Buy
8,618
+252
+3% +$8.92K ﹤0.01% 1397
2025
Q1 		$305K Buy
8,366
+1
+0% +$36 ﹤0.01% 1374
2024
Q4 		$313K Sell
8,365
-7
-0.1% -$267 ﹤0.01% 1367
2024
Q3 		$316K Buy
8,372
+802
+11% +$28.6K ﹤0.01% 1161
2024
Q2 		$248K Buy
7,570
+18
+0.2% +$587 ﹤0.01% 1259
2024
Q1 		$271K Sell
7,552
-4
-0.1% -$141 ﹤0.01% 1215
2023
Q4 		$276K Buy
7,556
+1
+0% +$35 ﹤0.01% 1188
2023
Q3 		$245K Sell
7,555
-23
-0.3% -$795 ﹤0.01% 1206
2023
Q2 		$259K Buy
7,578
+16
+0.2% +$499 ﹤0.01% 1224
2023
Q1 		$247K Buy
7,562
+1
+0% +$33 ﹤0.01% 1262
2022
Q4 		$241K Sell
7,561
-1,559
-17% -$47.9K ﹤0.01% 1167
2022
Q3 		$256K Sell
9,120
-1,036
-10% -$34.1K ﹤0.01% 1150
2022
Q2 		$339K Buy
10,156
+2,289
+29% +$77.7K ﹤0.01% 1050
2022
Q1 		$271K Buy
+7,867
New +$258K ﹤0.01% 1166

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VPM
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VCM
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Wellington Management Group
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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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return