Stifel Financial
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Stifel Financial’s Phillips Edison & Co PECO Stock Holding History

Stifel Financial’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
Q4 		– Sell
-11,929
Closed -$400K – 3397
2023
Q3 		$400K Buy
+11,929
New +$412K ﹤0.01% 2622
2023
Q1 		– Sell
-91,974
Closed -$2.93M – 3406
2022
Q4 		$2.93M Sell
91,974
-165,576
-64% -$5.09M ﹤0.01% 1271
2022
Q3 		$7.22M Buy
257,550
+251,553
+4,195% +$8.27M 0.01% 769
2022
Q2 		$200K Buy
+5,997
New +$204K ﹤0.01% 3002

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Stifel Financial's PECO Position: Q4 2023 in Review

Stifel Financial sold out of Phillips Edison & Co (PECO) in Q4 2023, closing a stake of 11,929 shares — an estimated $400K sold.

Stifel Financial first reported a position in PECO in Q2 2022 and held it in 4 quarters. The position peaked at $7.22M in Q3 2022. 381 funds tracked by Wall St. Rank hold PECO as of Q4 2023.

  • Stifel Financial reported no remaining Phillips Edison & Co position as of Q4 2023 after selling out during the quarter.
  • Stifel Financial sold 11,929 Phillips Edison & Co shares in Q4 2023, an estimated $400K.
  • Stifel Financial first reported a position in Phillips Edison & Co in Q2 2022 and held it in 4 quarters.
  • Stifel Financial's Phillips Edison & Co position peaked at $7.22M in Q3 2022.
  • 381 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2023.

Based on Stifel Financial's 13F filing for Q4 2023, filed 12 Feb 2024.