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Retirement Group’s Phillips Edison & Co PECO Stock Holding History

Retirement Group’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
Q1 		$14.2K Sell
397
-100
-20% -$3.53K 0.01% 407
2023
Q4 		$18.1K Hold
497
– – 0.01% 358
2023
Q3 		$16.7K Sell
497
-150
-23% -$5.19K 0.01% 340
2023
Q2 		$22.1K Hold
647
– – 0.01% 304
2023
Q1 		$21K Hold
647
– – 0.01% 298
2022
Q4 		$21K Hold
647
– – 0.01% 270
2022
Q3 		$18K Hold
647
– – 0.01% 190
2022
Q2 		$22K Hold
647
– – 0.01% 306
2022
Q1 		$22K Buy
+647
New +$21.2K 0.01% 325

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Retirement Group's PECO Position: Q1 2024 in Review

Retirement Group reduced its Phillips Edison & Co (PECO) stake by 20% in Q1 2024, selling an estimated $3.53K and leaving 397 shares worth $14.2K. The position accounts for 0.01% of the portfolio, ranked #407.

Retirement Group first reported a position in PECO in Q1 2022 and has held it in 9 quarters since. The position peaked at $22.1K in Q2 2023. 365 funds tracked by Wall St. Rank hold PECO as of Q1 2024.

  • Retirement Group held 397 shares of Phillips Edison & Co worth $14.2K as of Q1 2024.
  • Retirement Group sold 100 Phillips Edison & Co shares in Q1 2024, an estimated $3.53K.
  • Phillips Edison & Co made up 0.01% of Retirement Group's portfolio in Q1 2024, its #407 holding.
  • Retirement Group first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 9 quarters since.
  • Retirement Group's Phillips Edison & Co position peaked at $22.1K in Q2 2023.
  • 365 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.