Summit Securities Group’s Phillips Edison & Co PECO Stock Holding History

Summit Securities 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
2024 Q3	–	Sell	-10	Closed	–	–	788
2024 Q2	$0	Buy	+10	New	+$326	﹤0.01%	728

Other funds holding PECO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

DPIM

Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Summit Securities Group's PECO Position: Q3 2024 in Review

Summit Securities Group sold out of Phillips Edison & Co (PECO) in Q3 2024, closing a stake of 10 shares.

Summit Securities Group first reported a position in PECO in Q2 2024 and held it in 1 quarter. The position peaked at $0 in Q2 2024. 402 funds tracked by Wall St. Rank hold PECO as of Q3 2024.

Summit Securities Group reported no remaining Phillips Edison & Co position as of Q3 2024 after selling out during the quarter.
Summit Securities Group sold 10 Phillips Edison & Co shares in Q3 2024.
Summit Securities Group first reported a position in Phillips Edison & Co in Q2 2024 and held it in 1 quarter.
Summit Securities Group's Phillips Edison & Co position peaked at $0 in Q2 2024.
402 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q3 2024.

Based on Summit Securities Group's 13F filing for Q3 2024, filed 7 Nov 2024.