MIFH
PECO icon

Migdal Insurance & Financial Holdings’s Phillips Edison & Co PECO Stock Holding History

Migdal Insurance & Financial Holdings’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
-602
Closed -$20K – 491
2024
Q2 		$20K Buy
+602
New +$19.6K ﹤0.01% 369
2024
Q1 		– Sell
-900
Closed -$33K – 439
2023
Q4 		$33K Sell
900
-468
-34% -$16.4K ﹤0.01% 362
2023
Q3 		$46K Sell
1,368
-713
-34% -$24.7K ﹤0.01% 322
2023
Q2 		$71K Sell
2,081
-1,853
-47% -$57.8K ﹤0.01% 305
2023
Q1 		$125K Buy
3,934
+1,775
+82% +$58.1K ﹤0.01% 297
2022
Q4 		$69K Buy
+2,159
New +$66.4K ﹤0.01% 292
2022
Q3 		– Sell
-2,568
Closed -$86K – 584
2022
Q2 		$86K Buy
2,568
+2,429
+1,747% +$82.5K ﹤0.01% 322
2022
Q1 		$5K Sell
139
-1,474
-91% -$48.4K ﹤0.01% 577
2021
Q4 		$54K Buy
+1,613
New +$51.7K ﹤0.01% 447

Other funds holding PECO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $535B AUM 26.23% 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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Migdal Insurance & Financial Holdings's PECO Position: Q3 2024 in Review

Migdal Insurance & Financial Holdings sold out of Phillips Edison & Co (PECO) in Q3 2024, closing a stake of 602 shares — an estimated $20K sold.

Migdal Insurance & Financial Holdings first reported a position in PECO in Q4 2021 and held it in 9 quarters. The position peaked at $125K in Q1 2023. 402 funds tracked by Wall St. Rank hold PECO as of Q3 2024.

  • Migdal Insurance & Financial Holdings reported no remaining Phillips Edison & Co position as of Q3 2024 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 602 Phillips Edison & Co shares in Q3 2024, an estimated $20K.
  • Migdal Insurance & Financial Holdings first reported a position in Phillips Edison & Co in Q4 2021 and held it in 9 quarters.
  • Migdal Insurance & Financial Holdings's Phillips Edison & Co position peaked at $125K in Q1 2023.
  • 402 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2024.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2024, filed 4 Nov 2024.