CIP
PDM

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

Convergence 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
2020
Q2 		– Sell
-29,824
Closed -$527K – 244
2020
Q1 		$527K Buy
+29,824
New +$643K 0.23% 138
2019
Q4 		– Sell
-90,770
Closed -$1.9M – 292
2019
Q3 		$1.9M Sell
90,770
-2,189
-2% -$44.2K 0.53% 56
2019
Q2 		$1.85M Buy
92,959
+10,911
+13% +$225K 0.45% 79
2019
Q1 		$1.71M Buy
82,048
+3,506
+4% +$69K 0.37% 104
2018
Q4 		$1.34M Sell
78,542
-83,284
-51% -$1.51M 0.31% 118
2018
Q3 		$3.06M Sell
161,826
-44,867
-22% -$884K 0.62% 47
2018
Q2 		$4.12M Buy
206,693
+106,241
+106% +$1.97M 0.57% 54
2018
Q1 		$1.77M Buy
100,452
+60,946
+154% +$1.12M 0.23% 153
2017
Q4 		$775K Buy
+39,506
New +$787K 0.1% 255
2017
Q3 		– Sell
-18,793
Closed -$396K – 377
2017
Q2 		$396K Buy
+18,793
New +$406K 0.06% 309
2017
Q1 		– Sell
-155,112
Closed -$3.24M – 369
2016
Q4 		$3.24M Buy
155,112
+12,678
+9% +$256K 0.45% 73
2016
Q3 		$3.1M Sell
142,434
-72,816
-34% -$1.56M 0.46% 70
2016
Q2 		$4.64M Buy
+215,250
New +$4.37M 0.64% 30
2015
Q4 		– Sell
-42,732
Closed -$764K – 368
2015
Q3 		$764K Sell
42,732
-174,154
-80% -$3.11M 0.09% 290
2015
Q2 		$3.81M Buy
+216,886
New +$3.86M 0.38% 96
2014
Q4 		– Sell
-94,683
Closed -$1.67M – 415
2014
Q3 		$1.67M Hold
94,683
– – 0.23% 154
2014
Q2 		$1.79M Sell
94,683
-88,154
-48% -$1.62M 0.24% 144
2014
Q1 		$3.14M Buy
182,837
+106,524
+140% +$1.78M 0.48% 54
2013
Q4 		$1.26M Buy
+76,313
New +$1.32M 0.2% 149

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
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

Convergence Investment Partners's PDM Position: Q2 2020 in Review

Convergence Investment Partners sold out of Piedmont Realty Trust (PDM) in Q2 2020, closing a stake of 29,824 shares — an estimated $527K sold.

Convergence Investment Partners first reported a position in PDM in Q4 2013 and held it in 19 quarters. The position peaked at $4.64M in Q2 2016. 235 funds tracked by Wall St. Rank hold PDM as of Q2 2020.

  • Convergence Investment Partners reported no remaining Piedmont Realty Trust position as of Q2 2020 after selling out during the quarter.
  • Convergence Investment Partners sold 29,824 Piedmont Realty Trust shares in Q2 2020, an estimated $527K.
  • Convergence Investment Partners first reported a position in Piedmont Realty Trust in Q4 2013 and held it in 19 quarters.
  • Convergence Investment Partners's Piedmont Realty Trust position peaked at $4.64M in Q2 2016.
  • 235 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2020.

Based on Convergence Investment Partners's 13F filing for Q2 2020, filed 30 Jul 2020.