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StrategIQ Financial Group’s Phillips Edison & Co PECO Stock Holding History

StrategIQ Financial 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
2023
Q4 		$816K Buy
22,364
+547
+3% +$19.1K 0.09% 164
2023
Q3 		$732K Buy
21,817
+1,953
+10% +$67.5K 0.08% 171
2023
Q2 		$677K Buy
19,864
+703
+4% +$21.9K 0.08% 179
2023
Q1 		$625K Buy
19,161
+453
+2% +$14.8K 0.07% 172
2022
Q4 		$596K Buy
18,708
+2,914
+18% +$89.6K 0.07% 178
2022
Q3 		$443K Buy
15,794
+1,125
+8% +$37K 0.06% 193
2022
Q2 		$490K Buy
14,669
+5,871
+67% +$199K 0.06% 188
2022
Q1 		$303K Buy
+8,798
New +$289K 0.03% 249

Other funds holding PECO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

StrategIQ Financial Group's PECO Position: Q4 2023 in Review

StrategIQ Financial Group increased its Phillips Edison & Co (PECO) stake by 2.5% in Q4 2023, buying an estimated $19.1K and bringing the position to 22,364 shares worth $816K. The position accounts for 0.09% of the portfolio, ranked #164.

StrategIQ Financial Group first reported a position in PECO in Q1 2022 and has held it in 8 quarters since. 381 funds tracked by Wall St. Rank hold PECO as of Q4 2023.

  • StrategIQ Financial Group held 22,364 shares of Phillips Edison & Co worth $816K as of Q4 2023.
  • StrategIQ Financial Group bought 547 Phillips Edison & Co shares in Q4 2023, an estimated $19.1K.
  • Phillips Edison & Co made up 0.09% of StrategIQ Financial Group's portfolio in Q4 2023, its #164 holding.
  • StrategIQ Financial Group first reported a position in Phillips Edison & Co in Q1 2022 and has held it in 8 quarters since.
  • 381 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.