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Diversified Trust’s Piper Sandler PIPR Stock Holding History

Diversified Trust’s Portfolio PIPR Stock Details PIPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-16,996
Closed -$558K – 837
2022
Q1 		$558K Sell
16,996
-1,212
-7% -$44.6K 0.02% 412
2021
Q4 		$813K Buy
18,208
+10,824
+147% +$460K 0.03% 307
2021
Q3 		$256K Buy
+7,384
New +$247K 0.01% 644

Other funds holding PIPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Diversified Trust's PIPR Position: Q2 2022 in Review

Diversified Trust sold out of Piper Sandler (PIPR) in Q2 2022, closing a stake of 16,996 shares — an estimated $558K sold.

Diversified Trust first reported a position in PIPR in Q3 2021 and held it in 3 quarters. The position peaked at $813K in Q4 2021. 247 funds tracked by Wall St. Rank hold PIPR as of Q2 2022.

  • Diversified Trust reported no remaining Piper Sandler position as of Q2 2022 after selling out during the quarter.
  • Diversified Trust sold 16,996 Piper Sandler shares in Q2 2022, an estimated $558K.
  • Diversified Trust first reported a position in Piper Sandler in Q3 2021 and held it in 3 quarters.
  • Diversified Trust's Piper Sandler position peaked at $813K in Q4 2021.
  • 247 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2022.

Based on Diversified Trust's 13F filing for Q2 2022, filed 12 Jul 2022.