Mather Group’s Phillips Edison & Co PECO Stock Holding History

Mather 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
2024 Q3	–	Sell	-370	Closed	-$13.3K	–	2058
2024 Q2	$13.3K	Buy	+370	New	+$12.1K	﹤0.01%	1371

Other funds holding PECO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

DPIM

Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Mather Group's PECO Position: Q3 2024 in Review

Mather Group sold out of Phillips Edison & Co (PECO) in Q3 2024, closing a stake of 370 shares — an estimated $13.3K sold.

Mather Group first reported a position in PECO in Q2 2024 and held it in 1 quarter. The position peaked at $13.3K in Q2 2024. 402 funds tracked by Wall St. Rank hold PECO as of Q3 2024.

Mather Group reported no remaining Phillips Edison & Co position as of Q3 2024 after selling out during the quarter.
Mather Group sold 370 Phillips Edison & Co shares in Q3 2024, an estimated $13.3K.
Mather Group first reported a position in Phillips Edison & Co in Q2 2024 and held it in 1 quarter.
Mather Group's Phillips Edison & Co position peaked at $13.3K in Q2 2024.
402 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2024.

Based on Mather Group's 13F filing for Q3 2024, filed 7 Oct 2024.