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Quantamental Technologies’s Phillips Edison & Co PECO Stock Holding History

Quantamental Technologies’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 		$280K Buy
8,349
+2,364
+39% +$81.7K 0.26% 152
2023
Q2 		$204K Buy
+5,985
New +$187K 0.09% 393
2023
Q1 		– Sell
-6,608
Closed -$210K – 568
2022
Q4 		$210K Buy
+6,608
New +$203K 0.1% 357

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Quantamental Technologies's PECO Position: Q3 2023 in Review

Quantamental Technologies increased its Phillips Edison & Co (PECO) stake by 39% in Q3 2023, buying an estimated $81.7K and bringing the position to 8,349 shares worth $280K. The position accounts for 0.26% of the portfolio, ranked #152.

Quantamental Technologies first reported a position in PECO in Q4 2022 and has held it in 3 quarters since. 359 funds tracked by Wall St. Rank hold PECO as of Q3 2023.

  • Quantamental Technologies held 8,349 shares of Phillips Edison & Co worth $280K as of Q3 2023.
  • Quantamental Technologies bought 2,364 Phillips Edison & Co shares in Q3 2023, an estimated $81.7K.
  • Phillips Edison & Co made up 0.26% of Quantamental Technologies's portfolio in Q3 2023, its #152 holding.
  • Quantamental Technologies first reported a position in Phillips Edison & Co in Q4 2022 and has held it in 3 quarters since.
  • 359 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2023.

Based on Quantamental Technologies's 13F filing for Q3 2023, filed 14 Nov 2023.