EI
PDM

Ellevest Inc’s Piedmont Realty Trust PDM Stock Holding History

Ellevest Inc’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
-11,640
Closed -$65.4K – 406
2023
Q3 		$65.4K Sell
11,640
-6,090
-34% -$41.8K 0.01% 344
2023
Q2 		$129K Buy
17,730
+15,726
+785% +$105K 0.01% 342
2023
Q1 		$14.6K Buy
2,004
+1,568
+360% +$14.4K ﹤0.01% 936
2022
Q4 		$4K Buy
436
+300
+221% +$2.96K ﹤0.01% 1241
2022
Q3 		$1K Buy
+136
New +$1.71K ﹤0.01% 1501
2021
Q4 		– Sell
-77
Closed -$1K – 1589
2021
Q3 		$1K Hold
77
– – ﹤0.01% 1304
2021
Q2 		$1K Sell
77
-206
-73% -$3.83K ﹤0.01% 1183
2021
Q1 		$5K Sell
283
-2
-0.7% -$34 ﹤0.01% 909
2020
Q4 		$5K Buy
285
+95
+50% +$1.4K ﹤0.01% 844
2020
Q3 		$3K Sell
190
-680
-78% -$10.5K ﹤0.01% 853
2020
Q2 		$14K Buy
870
+689
+381% +$11.5K ﹤0.01% 552
2020
Q1 		$3K Buy
+181
New +$3.9K ﹤0.01% 716

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

Ellevest Inc's PDM Position: Q4 2023 in Review

Ellevest Inc sold out of Piedmont Realty Trust (PDM) in Q4 2023, closing a stake of 11,640 shares — an estimated $65.4K sold.

Ellevest Inc first reported a position in PDM in Q1 2020 and held it in 12 quarters. The position peaked at $129K in Q2 2023. 237 funds tracked by Wall St. Rank hold PDM as of Q4 2023.

  • Ellevest Inc reported no remaining Piedmont Realty Trust position as of Q4 2023 after selling out during the quarter.
  • Ellevest Inc sold 11,640 Piedmont Realty Trust shares in Q4 2023, an estimated $65.4K.
  • Ellevest Inc first reported a position in Piedmont Realty Trust in Q1 2020 and held it in 12 quarters.
  • Ellevest Inc's Piedmont Realty Trust position peaked at $129K in Q2 2023.
  • 237 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2023.

Based on Ellevest Inc's 13F filing for Q4 2023, filed 6 Feb 2024.