SRL
PECO icon

Scientech Research LLC’s Phillips Edison & Co PECO Stock Holding History

Scientech Research LLC’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 		– Sell
-10,326
Closed -$377K – 536
2023
Q4 		$377K Buy
+10,326
New +$361K 0.37% 66

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

Scientech Research LLC's PECO Position: Q1 2024 in Review

Scientech Research LLC sold out of Phillips Edison & Co (PECO) in Q1 2024, closing a stake of 10,326 shares — an estimated $377K sold.

Scientech Research LLC first reported a position in PECO in Q4 2023 and held it in 1 quarter. The position peaked at $377K in Q4 2023. 365 funds tracked by Wall St. Rank hold PECO as of Q1 2024.

  • Scientech Research LLC reported no remaining Phillips Edison & Co position as of Q1 2024 after selling out during the quarter.
  • Scientech Research LLC sold 10,326 Phillips Edison & Co shares in Q1 2024, an estimated $377K.
  • Scientech Research LLC first reported a position in Phillips Edison & Co in Q4 2023 and held it in 1 quarter.
  • Scientech Research LLC's Phillips Edison & Co position peaked at $377K in Q4 2023.
  • 365 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2024.

Based on Scientech Research LLC's 13F filing for Q1 2024, filed 15 May 2024.