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Nabity-Jensen Investment Management’s Phillips Edison & Co PECO Stock Holding History

Nabity-Jensen Investment Management’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
Q2 		– Sell
-3,333
Closed -$120K – 79
2024
Q1 		$120K Hold
3,333
– – 0.1% 73
2023
Q4 		$122K Buy
+3,333
New +$117K 0.11% 73

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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Nabity-Jensen Investment Management's PECO Position: Q2 2024 in Review

Nabity-Jensen Investment Management sold out of Phillips Edison & Co (PECO) in Q2 2024, closing a stake of 3,333 shares — an estimated $120K sold.

Nabity-Jensen Investment Management first reported a position in PECO in Q4 2023 and held it in 2 quarters. The position peaked at $122K in Q4 2023. 373 funds tracked by Wall St. Rank hold PECO as of Q2 2024.

  • Nabity-Jensen Investment Management reported no remaining Phillips Edison & Co position as of Q2 2024 after selling out during the quarter.
  • Nabity-Jensen Investment Management sold 3,333 Phillips Edison & Co shares in Q2 2024, an estimated $120K.
  • Nabity-Jensen Investment Management first reported a position in Phillips Edison & Co in Q4 2023 and held it in 2 quarters.
  • Nabity-Jensen Investment Management's Phillips Edison & Co position peaked at $122K in Q4 2023.
  • 373 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2024.

Based on Nabity-Jensen Investment Management's 13F filing for Q2 2024, filed 9 Dec 2024.