Cipher Capital’s Piedmont Realty Trust PDM Stock Holding History

Cipher 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
2023 Q1	–	Sell	-42,772	Closed	-$392K	–	623
2022 Q4	$392K	Buy	+42,772	New	+$423K	0.07%	329
2021 Q2	–	Sell	-15,391	Closed	-$267K	–	493
2021 Q1	$267K	Buy	+15,391	New	+$260K	0.03%	447
2020 Q1	–	Sell	-72,289	Closed	-$1.61M	–	535
2019 Q4	$1.61M	Buy	72,289 +35,140	+95%	+$757K	0.11%	249
2019 Q3	$776K	Sell	37,149 -7,451	-17%	-$150K	0.06%	364
2019 Q2	$889K	Buy	+44,600	New	+$920K	0.08%	327
2018 Q4	–	Sell	-13,260	Closed	-$251K	–	615
2018 Q3	$251K	Buy	+13,260	New	+$261K	0.05%	401
2018 Q2	–	Sell	-15,868	Closed	-$279K	–	608
2018 Q1	$279K	Buy	+15,868	New	+$293K	0.03%	484
2017 Q1	–	Sell	-34,110	Closed	-$713K	–	668
2016 Q4	$713K	Sell	34,110 -937	-3%	-$18.9K	0.05%	461
2016 Q3	$763K	Sell	35,047 -1,291	-4%	-$27.7K	0.05%	490
2016 Q2	$783K	Sell	36,338 -17,316	-32%	-$351K	0.05%	478
2016 Q1	$1.09M	Buy	+53,654	New	+$1,000K	0.1%	342

Other funds holding PDM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return