United Capital Financial Advisors’s Phillips Edison & Co PECO Stock Holding History

United Capital Financial Advisors’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 Q2	–	Sell	-5,598	Closed	-$201K	–	1090
2024 Q1	$201K	Sell	5,598 -30	-0.5%	-$1.06K	﹤0.01%	1024
2023 Q4	$205K	Sell	5,628 -6,280	-53%	-$220K	﹤0.01%	998
2023 Q3	$399K	Buy	11,908 +4,976	+72%	+$172K	﹤0.01%	683
2023 Q2	$236K	Sell	6,932 -6,140	-47%	-$192K	﹤0.01%	820
2023 Q1	$426K	Sell	13,072 -12,848	-50%	-$420K	﹤0.01%	753
2022 Q4	$825K	Sell	25,920 -9,823	-27%	-$302K	﹤0.01%	658
2022 Q3	$1M	Buy	35,743 +1,783	+5%	+$58.6K	0.01%	610
2022 Q2	$1.14M	Sell	33,960 -5,011	-13%	-$170K	0.01%	615
2022 Q1	$1.34M	Buy	+38,971	New	+$1.28M	0.01%	604

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

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

United Capital Financial Advisors's PECO Position: Q2 2024 in Review

United Capital Financial Advisors sold out of Phillips Edison & Co (PECO) in Q2 2024, closing a stake of 5,598 shares — an estimated $201K sold.

United Capital Financial Advisors first reported a position in PECO in Q1 2022 and held it in 9 quarters. The position peaked at $1.34M in Q1 2022. 373 funds tracked by Wall St. Rank hold PECO as of Q2 2024.

United Capital Financial Advisors reported no remaining Phillips Edison & Co position as of Q2 2024 after selling out during the quarter.
United Capital Financial Advisors sold 5,598 Phillips Edison & Co shares in Q2 2024, an estimated $201K.
United Capital Financial Advisors first reported a position in Phillips Edison & Co in Q1 2022 and held it in 9 quarters.
United Capital Financial Advisors's Phillips Edison & Co position peaked at $1.34M in Q1 2022.
373 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q2 2024.

Based on United Capital Financial Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.