ACM
PDM

AUA Capital Management’s Piedmont Realty Trust PDM Stock Holding History

AUA Capital Management’s Portfolio PDM Stock Details PDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-185
Closed -$1.7K – 266
2022
Q4 		$1.7K Buy
185
+27
+17% +$267 ﹤0.01% 278
2022
Q3 		$2K Buy
158
+62
+65% +$778 ﹤0.01% 270
2022
Q2 		$1K Sell
96
-31
-24% -$467 ﹤0.01% 344
2022
Q1 		$2K Hold
127
– – ﹤0.01% 295
2021
Q4 		$2K Hold
127
– – ﹤0.01% 291
2021
Q3 		$2K Sell
127
-7
-5% -$127 ﹤0.01% 282
2021
Q2 		$2K Hold
134
– – ﹤0.01% 276
2021
Q1 		$2K Buy
134
+13
+11% +$219 ﹤0.01% 280
2020
Q4 		$2K Buy
121
+15
+14% +$221 ﹤0.01% 274
2020
Q3 		$1K Buy
+106
New +$1.64K ﹤0.01% 302

Other funds holding PDM

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return