Duality Advisers’s Piedmont Realty Trust PDM Stock Holding History

Duality Advisers’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 Q2	–	Sell	-101,067	Closed	-$738K	–	689
2023 Q1	$738K	Buy	101,067 +22,043	+28%	+$202K	0.08%	348
2022 Q4	$725K	Buy	+79,024	New	+$781K	0.08%	379
2022 Q2	–	Sell	-26,658	Closed	-$459K	–	800
2022 Q1	$459K	Buy	+26,658	New	+$468K	0.05%	485

Other funds holding PDM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Duality Advisers's PDM Position: Q2 2023 in Review

Duality Advisers sold out of Piedmont Realty Trust (PDM) in Q2 2023, closing a stake of 101,067 shares — an estimated $738K sold.

Duality Advisers first reported a position in PDM in Q1 2022 and held it in 3 quarters. The position peaked at $738K in Q1 2023. 246 funds tracked by Wall St. Rank hold PDM as of Q2 2023.

Duality Advisers reported no remaining Piedmont Realty Trust position as of Q2 2023 after selling out during the quarter.
Duality Advisers sold 101,067 Piedmont Realty Trust shares in Q2 2023, an estimated $738K.
Duality Advisers first reported a position in Piedmont Realty Trust in Q1 2022 and held it in 3 quarters.
Duality Advisers's Piedmont Realty Trust position peaked at $738K in Q1 2023.
246 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2023.

Based on Duality Advisers's 13F filing for Q2 2023, filed 31 Jul 2023.