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D.J. St. Germain’s Piedmont Realty Trust PDM Stock Holding History

D.J. St. Germain’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
Q2 		– Sell
-700
Closed -$4.92K – 822
2024
Q1 		$4.92K Buy
+700
New +$4.69K ﹤0.01% 612

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 $3.38T AUM 44.17% 1-Year Est. Return
Private Management Group
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
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.J. St. Germain's PDM Position: Q2 2024 in Review

D.J. St. Germain sold out of Piedmont Realty Trust (PDM) in Q2 2024, closing a stake of 700 shares — an estimated $4.92K sold.

D.J. St. Germain first reported a position in PDM in Q1 2024 and held it in 1 quarter. The position peaked at $4.92K in Q1 2024. 231 funds tracked by Wall St. Rank hold PDM as of Q2 2024.

  • D.J. St. Germain reported no remaining Piedmont Realty Trust position as of Q2 2024 after selling out during the quarter.
  • D.J. St. Germain sold 700 Piedmont Realty Trust shares in Q2 2024, an estimated $4.92K.
  • D.J. St. Germain first reported a position in Piedmont Realty Trust in Q1 2024 and held it in 1 quarter.
  • D.J. St. Germain's Piedmont Realty Trust position peaked at $4.92K in Q1 2024.
  • 231 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2024.

Based on D.J. St. Germain's 13F filing for Q2 2024, filed 8 Jul 2024.