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 – 1595
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

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State Street
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PMG
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LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return