BC
PDM

Brinker Capital’s Piedmont Realty Trust PDM Stock Holding History

Brinker Capital’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
Q2 		$414K Buy
24,916
+543
+2% +$9.06K 0.01% 759
2020
Q1 		$430K Sell
24,373
-1,630
-6% -$35.1K 0.02% 687
2019
Q4 		$580K Buy
26,003
+13,429
+107% +$289K 0.02% 673
2019
Q3 		$263K Sell
12,574
-346
-3% -$6.98K 0.01% 851
2019
Q2 		$257K Sell
12,920
-770
-6% -$15.9K 0.01% 849
2019
Q1 		$285K Buy
13,690
+2,158
+19% +$42.5K 0.01% 810
2018
Q4 		$198K Sell
11,532
-4,898
-30% -$89.1K 0.01% 829
2018
Q3 		$311K Sell
16,430
-260
-2% -$5.12K 0.01% 845
2018
Q2 		$333K Buy
16,690
+731
+5% +$13.6K 0.01% 836
2018
Q1 		$281K Buy
15,959
+1,521
+11% +$28.1K 0.01% 873
2017
Q4 		$289K Buy
+14,438
New +$288K 0.01% 858

Other funds holding PDM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 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