CIP
PDM

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

Cornerstone 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
Q4 		– Sell
-24,885
Closed -$140K – 244
2023
Q3 		$140K Buy
+24,885
New +$171K 0.01% 181
2021
Q3 		– Sell
-10,580
Closed -$195K – 276
2021
Q2 		$195K Hold
10,580
– – 0.01% 281
2021
Q1 		$184K Hold
10,580
– – 0.01% 256
2020
Q4 		$172K Buy
+10,580
New +$156K 0.01% 186
2020
Q1 		– Sell
-9,497
Closed -$211K – 208
2019
Q4 		$211K Buy
+9,497
New +$204K 0.01% 148

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cornerstone Investment Partners's PDM Position: Q4 2023 in Review

Cornerstone Investment Partners sold out of Piedmont Realty Trust (PDM) in Q4 2023, closing a stake of 24,885 shares — an estimated $140K sold.

Cornerstone Investment Partners first reported a position in PDM in Q4 2019 and held it in 5 quarters. The position peaked at $211K in Q4 2019. 237 funds tracked by Wall St. Rank hold PDM as of Q4 2023.

  • Cornerstone Investment Partners reported no remaining Piedmont Realty Trust position as of Q4 2023 after selling out during the quarter.
  • Cornerstone Investment Partners sold 24,885 Piedmont Realty Trust shares in Q4 2023, an estimated $140K.
  • Cornerstone Investment Partners first reported a position in Piedmont Realty Trust in Q4 2019 and held it in 5 quarters.
  • Cornerstone Investment Partners's Piedmont Realty Trust position peaked at $211K in Q4 2019.
  • 237 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2023.

Based on Cornerstone Investment Partners's 13F filing for Q4 2023, filed 31 Jan 2024.