CS
PDM

Credit Suisse’s Piedmont Realty Trust PDM Stock Holding History

Credit Suisse’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
2024
Q1 		$1.76M Buy
250,424
+1,302
+0.5% +$8.72K ﹤0.01% 1944
2023
Q4 		$1.77M Buy
249,122
+16,164
+7% +$97.6K ﹤0.01% 1969
2023
Q3 		$1.31M Sell
232,958
-13,219
-5% -$90.7K ﹤0.01% 2111
2023
Q2 		$1.79M Buy
246,177
+38,682
+19% +$257K ﹤0.01% 1984
2023
Q1 		$1.51M Sell
207,495
-1,136
-0.5% -$10.4K ﹤0.01% 2044
2022
Q4 		$1.91M Buy
208,631
+61,893
+42% +$611K ﹤0.01% 1904
2022
Q3 		$1.55M Sell
146,738
-6,976
-5% -$87.6K ﹤0.01% 2024
2022
Q2 		$2.02M Sell
153,714
-41,079
-21% -$618K ﹤0.01% 1905
2022
Q1 		$3.35M Sell
194,793
-10,852
-5% -$191K ﹤0.01% 1729
2021
Q4 		$3.78M Sell
205,645
-5,377
-3% -$98.5K ﹤0.01% 2257
2021
Q3 		$3.68M Sell
211,022
-17,961
-8% -$327K ﹤0.01% 2307
2021
Q2 		$4.22M Buy
228,983
+8,239
+4% +$153K ﹤0.01% 2221
2021
Q1 		$3.83M Sell
220,744
-34,208
-13% -$577K ﹤0.01% 2301
2020
Q4 		$4.14M Buy
254,952
+55,241
+28% +$813K ﹤0.01% 2256
2020
Q3 		$2.71M Sell
199,711
-7,199
-3% -$112K ﹤0.01% 2201
2020
Q2 		$3.44M Buy
206,910
+12,202
+6% +$204K ﹤0.01% 1961
2020
Q1 		$3.44M Sell
194,708
-24,923
-11% -$537K ﹤0.01% 1765
2019
Q4 		$4.88M Sell
219,631
-53,951
-20% -$1.16M ﹤0.01% 1894
2019
Q3 		$5.71M Buy
273,582
+42,034
+18% +$848K ﹤0.01% 1655
2019
Q2 		$4.62M Sell
231,548
-161,258
-41% -$3.33M ﹤0.01% 1806
2019
Q1 		$8.19M Sell
392,806
-809
-0.2% -$15.9K 0.01% 1365
2018
Q4 		$6.71M Buy
393,615
+34,109
+9% +$620K 0.01% 1395
2018
Q3 		$6.8M Sell
359,506
-53,220
-13% -$1.05M 0.01% 1506
2018
Q2 		$8.23M Buy
412,726
+2,779
+0.7% +$51.5K 0.01% 1359
2018
Q1 		$7.21M Buy
409,947
+115,211
+39% +$2.13M 0.01% 1461
2017
Q4 		$5.78M Sell
294,736
-4,711
-2% -$93.8K 0.01% 1672
2017
Q3 		$6.04M Sell
299,447
-99,236
-25% -$2.02M 0.01% 1623
2017
Q2 		$8.4M Sell
398,683
-200,194
-33% -$4.33M 0.01% 1300
2017
Q1 		$12.8M Buy
598,877
+1,099
+0.2% +$23.8K 0.01% 1076
2016
Q4 		$12.5M Buy
597,778
+81,550
+16% +$1.65M 0.01% 1072
2016
Q3 		$11.2M Buy
516,228
+42,435
+9% +$911K 0.01% 1121
2016
Q2 		$10.2M Buy
473,793
+24,640
+5% +$500K 0.01% 1147
2016
Q1 		$9.12M Sell
449,153
-4,361
-1% -$81.3K 0.01% 1166
2015
Q4 		$8.56M Buy
453,514
+1,495
+0.3% +$28.6K 0.01% 1248
2015
Q3 		$8.09M Buy
452,019
+147,116
+48% +$2.63M 0.01% 1238
2015
Q2 		$5.36M Sell
304,903
-26,362
-8% -$469K 0.01% 1676
2015
Q1 		$6.17M Sell
331,265
-21,966
-6% -$414K 0.01% 1504
2014
Q4 		$6.65M Sell
353,231
-52,204
-13% -$983K 0.01% 1559
2014
Q3 		$7.15M Buy
405,435
+33,214
+9% +$637K 0.01% 1500
2014
Q2 		$7.05M Buy
372,221
+51,379
+16% +$942K 0.01% 1663
2014
Q1 		$5.5M Sell
320,842
-152,604
-32% -$2.56M 0.01% 1684
2013
Q4 		$7.82M Buy
473,446
+23,056
+5% +$399K 0.01% 1459
2013
Q3 		$7.82M Sell
450,390
-65,519
-13% -$1.17M 0.01% 1298
2013
Q2 		$9.22M Buy
+515,909
New +$10M 0.01% 1172

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
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Credit Suisse's PDM Position: Q1 2024 in Review

Credit Suisse increased its Piedmont Realty Trust (PDM) stake by 0.52% in Q1 2024, buying an estimated $8.72K and bringing the position to 250,424 shares worth $1.76M. The position accounts for ﹤0.01% of the portfolio, ranked #1944.

Credit Suisse first reported a position in PDM in Q2 2013 and has held it in 44 quarters since. The position peaked at $12.8M in Q1 2017. 237 funds tracked by Wall St. Rank hold PDM as of Q1 2024.

  • Credit Suisse held 250,424 shares of Piedmont Realty Trust worth $1.76M as of Q1 2024.
  • Credit Suisse bought 1,302 Piedmont Realty Trust shares in Q1 2024, an estimated $8.72K.
  • Piedmont Realty Trust made up ﹤0.01% of Credit Suisse's portfolio in Q1 2024, its #1944 holding.
  • Credit Suisse first reported a position in Piedmont Realty Trust in Q2 2013 and has held it in 44 quarters since.
  • Credit Suisse's Piedmont Realty Trust position peaked at $12.8M in Q1 2017.
  • 237 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.