CIP
PDM

Chartwell Investment Partners’s Piedmont Realty Trust PDM Stock Holding History

Chartwell Investment Partners’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
-406,086
Closed -$3.72M – 425
2022
Q4 		$3.72M Sell
406,086
-104,521
-20% -$1.03M 0.15% 214
2022
Q3 		$5.39M Sell
510,607
-8,531
-2% -$107K 0.23% 160
2022
Q2 		$6.81M Sell
519,138
-16,137
-3% -$243K 0.27% 135
2022
Q1 		$9.22M Sell
535,275
-134,004
-20% -$2.35M 0.31% 121
2021
Q4 		$12.3M Sell
669,279
-13,425
-2% -$246K 0.36% 102
2021
Q3 		$11.9M Sell
682,704
-94,138
-12% -$1.71M 0.37% 95
2021
Q2 		$14.3M Sell
776,842
-7,162
-0.9% -$133K 0.42% 83
2021
Q1 		$13.6M Buy
784,004
+6,287
+0.8% +$106K 0.41% 89
2020
Q4 		$12.6M Sell
777,717
-10,407
-1% -$153K 0.4% 88
2020
Q3 		$10.7M Sell
788,124
-5,313
-0.7% -$82.3K 0.39% 98
2020
Q2 		$13.2M Buy
793,437
+30,008
+4% +$501K 0.51% 54
2020
Q1 		$13.5M Buy
763,429
+12,560
+2% +$271K 0.63% 36
2019
Q4 		$16.7M Buy
750,869
+5,400
+0.7% +$116K 0.55% 45
2019
Q3 		$15.6M Buy
745,469
+265,824
+55% +$5.36M 0.52% 48
2019
Q2 		$9.56M Buy
479,645
+228,115
+91% +$4.71M 0.31% 129
2019
Q1 		$5.24M Buy
+251,530
New +$4.95M 0.17% 202

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
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

Chartwell Investment Partners's PDM Position: Q1 2023 in Review

Chartwell Investment Partners sold out of Piedmont Realty Trust (PDM) in Q1 2023, closing a stake of 406,086 shares — an estimated $3.72M sold.

Chartwell Investment Partners first reported a position in PDM in Q1 2019 and held it in 16 quarters. The position peaked at $16.7M in Q4 2019. 255 funds tracked by Wall St. Rank hold PDM as of Q1 2023.

  • Chartwell Investment Partners reported no remaining Piedmont Realty Trust position as of Q1 2023 after selling out during the quarter.
  • Chartwell Investment Partners sold 406,086 Piedmont Realty Trust shares in Q1 2023, an estimated $3.72M.
  • Chartwell Investment Partners first reported a position in Piedmont Realty Trust in Q1 2019 and held it in 16 quarters.
  • Chartwell Investment Partners's Piedmont Realty Trust position peaked at $16.7M in Q4 2019.
  • 255 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2023.

Based on Chartwell Investment Partners's 13F filing for Q1 2023, filed 14 Apr 2023.