CYG
PDM

Clean Yield Group’s Piedmont Realty Trust PDM Stock Holding History

Clean Yield 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
2020
Q4 		– Sell
-6,055
Closed -$82K – 436
2020
Q3 		$82K Sell
6,055
-5,280
-47% -$81.8K 0.03% 187
2020
Q2 		$188K Sell
11,335
-26,465
-70% -$442K 0.08% 127
2020
Q1 		$668K Sell
37,800
-27,290
-42% -$588K 0.32% 58
2019
Q4 		$1.45M Sell
65,090
-2,250
-3% -$48.4K 0.45% 52
2019
Q3 		$1.41M Buy
67,340
+17,325
+35% +$350K 0.46% 50
2019
Q2 		$997K Buy
+50,015
New +$1.03M 0.36% 57

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Clean Yield Group's PDM Position: Q4 2020 in Review

Clean Yield Group sold out of Piedmont Realty Trust (PDM) in Q4 2020, closing a stake of 6,055 shares — an estimated $82K sold.

Clean Yield Group first reported a position in PDM in Q2 2019 and held it in 6 quarters. The position peaked at $1.45M in Q4 2019. 233 funds tracked by Wall St. Rank hold PDM as of Q4 2020.

  • Clean Yield Group reported no remaining Piedmont Realty Trust position as of Q4 2020 after selling out during the quarter.
  • Clean Yield Group sold 6,055 Piedmont Realty Trust shares in Q4 2020, an estimated $82K.
  • Clean Yield Group first reported a position in Piedmont Realty Trust in Q2 2019 and held it in 6 quarters.
  • Clean Yield Group's Piedmont Realty Trust position peaked at $1.45M in Q4 2019.
  • 233 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2020.

Based on Clean Yield Group's 13F filing for Q4 2020, filed 26 Jan 2021.