SMDAM
Sumitomo Mitsui DS Asset Management’s Phillips Edison & Co PECO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $909K | Hold |
25,954
| – | – | 0.01% | 626 |
|
|
2025
Q1 | $947K | Hold |
25,954
| – | – | 0.01% | 633 |
|
|
2024
Q4 | $972K | Buy |
25,954
+3,354
| +15% | +$126K | 0.01% | 628 |
|
|
2024
Q3 | $852K | Hold |
22,600
| – | – | 0.01% | 642 |
|
|
2024
Q2 | $739K | Buy |
22,600
+2,857
| +14% | +$93.5K | 0.01% | 648 |
|
|
2024
Q1 | $708K | Hold |
19,743
| – | – | 0.01% | 646 |
|
|
2023
Q4 | $720K | Hold |
19,743
| – | – | 0.01% | 664 |
|
|
2023
Q3 | $662K | Buy |
19,743
+2,379
| +14% | +$79.8K | 0.01% | 645 |
|
|
2023
Q2 | $592K | Hold |
17,364
| – | – | 0.01% | 655 |
|
|
2023
Q1 | $566K | Hold |
17,364
| – | – | 0.01% | 648 |
|
|
2022
Q4 | $553K | Buy |
17,364
+2,110
| +14% | +$67.2K | 0.01% | 638 |
|
|
2022
Q3 | $428K | Buy |
15,254
+2,109
| +16% | +$59.2K | 0.01% | 656 |
|
|
2022
Q2 | $439K | Hold |
13,145
| – | – | 0.01% | 652 |
|
|
2022
Q1 | $452K | Buy |
+13,145
| New | +$452K | 0.01% | 677 |
|