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SouthState Corp’s Phillips Edison & Co PECO Stock Holding History

SouthState Corp’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
-72
Closed -$2.63K – 721
2023
Q4 		$2.63K Buy
+72
New +$2.52K ﹤0.01% 526

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

SouthState Corp's PECO Position: Q1 2024 in Review

SouthState Corp sold out of Phillips Edison & Co (PECO) in Q1 2024, closing a stake of 72 shares — an estimated $2.63K sold.

SouthState Corp first reported a position in PECO in Q4 2023 and held it in 1 quarter. The position peaked at $2.63K in Q4 2023. 365 funds tracked by Wall St. Rank hold PECO as of Q1 2024.

  • SouthState Corp reported no remaining Phillips Edison & Co position as of Q1 2024 after selling out during the quarter.
  • SouthState Corp sold 72 Phillips Edison & Co shares in Q1 2024, an estimated $2.63K.
  • SouthState Corp first reported a position in Phillips Edison & Co in Q4 2023 and held it in 1 quarter.
  • SouthState Corp's Phillips Edison & Co position peaked at $2.63K in Q4 2023.
  • 365 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q1 2024.

Based on SouthState Corp's 13F filing for Q1 2024, filed 6 May 2024.