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Pictet Asset Management (Switzerland)’s Phillips Edison & Co PECO Stock Holding History

Pictet Asset Management (Switzerland)’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
Q2 		$1.01M Sell
29,591
-4,340
-13% -$135K ﹤0.01% 986
2023
Q1 		$1.11M Sell
33,931
-14,694
-30% -$481K ﹤0.01% 976
2022
Q4 		$1.55M Buy
48,625
+3,013
+7% +$92.6K ﹤0.01% 957
2022
Q3 		$1.28M Sell
45,612
-175
-0.4% -$5.75K ﹤0.01% 979
2022
Q2 		$1.53M Buy
+45,787
New +$1.55M ﹤0.01% 986

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s PECO Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) reduced its Phillips Edison & Co (PECO) stake by 13% in Q2 2023, selling an estimated $135K and leaving 29,591 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #986.

Pictet Asset Management (Switzerland) first reported a position in PECO in Q2 2022 and has held it in 5 quarters since. The position peaked at $1.55M in Q4 2022. 365 funds tracked by Wall St. Rank hold PECO as of Q2 2023.

  • Pictet Asset Management (Switzerland) held 29,591 shares of Phillips Edison & Co worth $1.01M as of Q2 2023.
  • Pictet Asset Management (Switzerland) sold 4,340 Phillips Edison & Co shares in Q2 2023, an estimated $135K.
  • Phillips Edison & Co made up ﹤0.01% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #986 holding.
  • Pictet Asset Management (Switzerland) first reported a position in Phillips Edison & Co in Q2 2022 and has held it in 5 quarters since.
  • Pictet Asset Management (Switzerland)'s Phillips Edison & Co position peaked at $1.55M in Q4 2022.
  • 365 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.