Zurich Cantonal Bank’s Phillips Edison & Co PECO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.29M	Buy	114,663 +26,838	+31%	+$997K	0.01%	703
2025 Q4	$3.12M	Buy	87,825 +5,654	+7%	+$196K	0.01%	781
2025 Q3	$2.82M	Sell	82,171 -3,015	-4%	-$104K	0.01%	775
2025 Q2	$2.98M	Buy	85,186 +4,801	+6%	+$170K	0.01%	718
2025 Q1	$2.93M	Buy	80,385 +1,351	+2%	+$48.8K	0.01%	704
2024 Q4	$2.96M	Buy	79,034 +23,426	+42%	+$892K	0.01%	721
2024 Q3	$2.1M	Buy	55,608 +885	+2%	+$31.6K	0.01%	783
2024 Q2	$1.79M	Buy	54,723 +7,397	+16%	+$241K	0.01%	793
2024 Q1	$1.7M	Sell	47,326 -1,150	-2%	-$40.6K	0.01%	813
2023 Q4	$1.77M	Sell	48,476 -186	-0.4%	-$6.5K	0.01%	779
2023 Q3	$1.63M	Buy	48,662 +2,880	+6%	+$99.6K	0.01%	766
2023 Q2	$1.56M	Buy	45,782 +4,825	+12%	+$151K	0.01%	773
2023 Q1	$1.34M	Buy	40,957 +1,214	+3%	+$39.7K	0.01%	791
2022 Q4	$1.27M	Buy	39,743 +4,578	+13%	+$141K	0.01%	789
2022 Q3	$986K	Buy	35,165 +1,182	+3%	+$38.9K	0.01%	853
2022 Q2	$1.14M	Buy	+33,983	New	+$1.15M	0.01%	818
2022 Q1	–	Sell	-6,021	Closed	-$199K	–	2812
2021 Q4	$199K	Buy	+6,021	New	+$193K	﹤0.01%	2069