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Mendota Financial Group’s Phillips Edison & Co PECO Stock Holding History

Mendota 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
2024
Q4 		– Sell
-10
Closed -$378 – 935
2024
Q3 		$378 Buy
+10
New +$357 ﹤0.01% 433

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State Street
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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

Mendota Financial Group's PECO Position: Q4 2024 in Review

Mendota Financial Group sold out of Phillips Edison & Co (PECO) in Q4 2024, closing a stake of 10 shares — an estimated $378 sold.

Mendota Financial Group first reported a position in PECO in Q3 2024 and held it in 1 quarter. The position peaked at $378 in Q3 2024. 403 funds tracked by Wall St. Rank hold PECO as of Q4 2024.

  • Mendota Financial Group reported no remaining Phillips Edison & Co position as of Q4 2024 after selling out during the quarter.
  • Mendota Financial Group sold 10 Phillips Edison & Co shares in Q4 2024, an estimated $378.
  • Mendota Financial Group first reported a position in Phillips Edison & Co in Q3 2024 and held it in 1 quarter.
  • Mendota Financial Group's Phillips Edison & Co position peaked at $378 in Q3 2024.
  • 403 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.