E
PDM

Ergoteles’s Piedmont Realty Trust PDM Stock Holding History

Ergoteles’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
-30,912
Closed -$226K – 1397
2023
Q1 		$226K Buy
+30,912
New +$284K 0.01% 976
2021
Q3 		– Sell
-14,800
Closed -$273K – 1566
2021
Q2 		$273K Sell
14,800
-12,149
-45% -$226K 0.01% 1118
2021
Q1 		$468K Buy
+26,949
New +$455K 0.01% 497

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fuller & Thaler Asset Management
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
Morgan Stanley New York $1.89T AUM 35.08% 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
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Ergoteles's PDM Position: Q2 2023 in Review

Ergoteles sold out of Piedmont Realty Trust (PDM) in Q2 2023, closing a stake of 30,912 shares — an estimated $226K sold.

Ergoteles first reported a position in PDM in Q1 2021 and held it in 3 quarters. The position peaked at $468K in Q1 2021. 246 funds tracked by Wall St. Rank hold PDM as of Q2 2023.

  • Ergoteles reported no remaining Piedmont Realty Trust position as of Q2 2023 after selling out during the quarter.
  • Ergoteles sold 30,912 Piedmont Realty Trust shares in Q2 2023, an estimated $226K.
  • Ergoteles first reported a position in Piedmont Realty Trust in Q1 2021 and held it in 3 quarters.
  • Ergoteles's Piedmont Realty Trust position peaked at $468K in Q1 2021.
  • 246 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2023.

Based on Ergoteles's 13F filing for Q2 2023, filed 14 Aug 2023.