BFG
PDM

Berger Financial Group’s Piedmont Realty Trust PDM Stock Holding History

Berger Financial Group’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
2022
Q4 		– Sell
-10,025
Closed -$106K – 269
2022
Q3 		$106K Hold
10,025
– – 0.02% 232
2022
Q2 		$132K Hold
10,025
– – 0.02% 240
2022
Q1 		$173K Buy
+10,025
New +$176K 0.02% 266

Other funds holding PDM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Berger Financial Group's PDM Position: Q4 2022 in Review

Berger Financial Group sold out of Piedmont Realty Trust (PDM) in Q4 2022, closing a stake of 10,025 shares — an estimated $106K sold.

Berger Financial Group first reported a position in PDM in Q1 2022 and held it in 3 quarters. The position peaked at $173K in Q1 2022. 259 funds tracked by Wall St. Rank hold PDM as of Q4 2022.

  • Berger Financial Group reported no remaining Piedmont Realty Trust position as of Q4 2022 after selling out during the quarter.
  • Berger Financial Group sold 10,025 Piedmont Realty Trust shares in Q4 2022, an estimated $106K.
  • Berger Financial Group first reported a position in Piedmont Realty Trust in Q1 2022 and held it in 3 quarters.
  • Berger Financial Group's Piedmont Realty Trust position peaked at $173K in Q1 2022.
  • 259 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2022.

Based on Berger Financial Group's 13F filing for Q4 2022, filed 30 Jan 2023.