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MGO One Seven’s Phillips Edison & Co PECO Stock Holding History

MGO One Seven’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
Q3 		– Sell
-6,479
Closed -$221K – 876
2023
Q2 		$221K Buy
6,479
+40
+0.6% +$1.25K 0.02% 693
2023
Q1 		$210K Sell
6,439
-166
-3% -$5.43K 0.01% 778
2022
Q4 		$210K Buy
+6,605
New +$203K 0.02% 658
2022
Q3 		– Sell
-7,421
Closed -$248K – 738
2022
Q2 		$248K Sell
7,421
-769
-9% -$26.1K 0.03% 522
2022
Q1 		$282K Buy
+8,190
New +$269K 0.03% 521

Other funds holding PECO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MGO One Seven's PECO Position: Q3 2023 in Review

MGO One Seven sold out of Phillips Edison & Co (PECO) in Q3 2023, closing a stake of 6,479 shares — an estimated $221K sold.

MGO One Seven first reported a position in PECO in Q1 2022 and held it in 5 quarters. The position peaked at $282K in Q1 2022. 359 funds tracked by Wall St. Rank hold PECO as of Q3 2023.

  • MGO One Seven reported no remaining Phillips Edison & Co position as of Q3 2023 after selling out during the quarter.
  • MGO One Seven sold 6,479 Phillips Edison & Co shares in Q3 2023, an estimated $221K.
  • MGO One Seven first reported a position in Phillips Edison & Co in Q1 2022 and held it in 5 quarters.
  • MGO One Seven's Phillips Edison & Co position peaked at $282K in Q1 2022.
  • 359 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2023.

Based on MGO One Seven's 13F filing for Q3 2023, filed 3 Nov 2023.