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Putnam Investments’s Phillips Edison & Co PECO Stock Holding History

Putnam Investments’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 		– Sell
-79,308
Closed -$2.59M – 1200
2023
Q1 		$2.59M Sell
79,308
-53,635
-40% -$1.76M ﹤0.01% 664
2022
Q4 		$4.23M Buy
132,943
+804
+0.6% +$24.7K 0.01% 481
2022
Q3 		$3.71M Buy
+132,139
New +$4.34M 0.01% 517

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

Putnam Investments's PECO Position: Q2 2023 in Review

Putnam Investments sold out of Phillips Edison & Co (PECO) in Q2 2023, closing a stake of 79,308 shares — an estimated $2.59M sold.

Putnam Investments first reported a position in PECO in Q3 2022 and held it in 3 quarters. The position peaked at $4.23M in Q4 2022. 365 funds tracked by Wall St. Rank hold PECO as of Q2 2023.

  • Putnam Investments reported no remaining Phillips Edison & Co position as of Q2 2023 after selling out during the quarter.
  • Putnam Investments sold 79,308 Phillips Edison & Co shares in Q2 2023, an estimated $2.59M.
  • Putnam Investments first reported a position in Phillips Edison & Co in Q3 2022 and held it in 3 quarters.
  • Putnam Investments's Phillips Edison & Co position peaked at $4.23M in Q4 2022.
  • 365 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2023.

Based on Putnam Investments's 13F filing for Q2 2023, filed 14 Aug 2023.