BPM
PDM

Bowling Portfolio Management’s Piedmont Realty Trust PDM Stock Holding History

Bowling Portfolio 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
2020
Q3 		– Sell
-39,533
Closed -$657K – 464
2020
Q2 		$657K Sell
39,533
-3,648
-8% -$60.9K 0.14% 196
2020
Q1 		$763K Sell
43,181
-1,894
-4% -$40.8K 0.19% 148
2019
Q4 		$1M Sell
45,075
-29,606
-40% -$638K 0.17% 201
2019
Q3 		$1.56M Buy
74,681
+8,969
+14% +$181K 0.26% 118
2019
Q2 		$1.31M Buy
+65,712
New +$1.36M 0.21% 186
2018
Q4 		– Sell
-72,754
Closed -$1.38M – 386
2018
Q3 		$1.38M Buy
+72,754
New +$1.43M 0.19% 191
2018
Q1 		– Sell
-22,549
Closed -$442K – 393
2017
Q4 		$442K Buy
22,549
+1,499
+7% +$29.9K 0.06% 311
2017
Q3 		$424K Buy
+21,050
New +$429K 0.06% 315

Other funds holding PDM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return