FM
PDM

Foster & Motley’s Piedmont Realty Trust PDM Stock Holding History

Foster & Motley’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
-66,080
Closed -$482K – 398
2023
Q1 		$482K Sell
66,080
-48,050
-42% -$441K 0.04% 285
2022
Q4 		$1.05M Sell
114,130
-24,000
-17% -$237K 0.09% 213
2022
Q3 		$1.46M Sell
138,130
-75,337
-35% -$946K 0.14% 166
2022
Q2 		$2.8M Sell
213,467
-34,158
-14% -$514K 0.25% 105
2022
Q1 		$4.26M Buy
247,625
+14,231
+6% +$250K 0.33% 71
2021
Q4 		$4.29M Sell
233,394
-30,613
-12% -$561K 0.33% 76
2021
Q3 		$4.6M Buy
264,007
+32,678
+14% +$595K 0.38% 67
2021
Q2 		$4.27M Buy
231,329
+51,516
+29% +$959K 0.36% 72
2021
Q1 		$3.12M Buy
179,813
+60,614
+51% +$1.02M 0.26% 97
2020
Q4 		$1.94M Buy
119,199
+16,024
+16% +$236K 0.19% 119
2020
Q3 		$1.4M Sell
103,175
-10,993
-10% -$170K 0.16% 127
2020
Q2 		$1.9M Sell
114,168
-67,496
-37% -$1.13M 0.24% 109
2020
Q1 		$3.21M Buy
181,664
+9,253
+5% +$199K 0.48% 57
2019
Q4 		$3.83M Buy
172,411
+7,055
+4% +$152K 0.48% 56
2019
Q3 		$3.45M Buy
165,356
+11,637
+8% +$235K 0.47% 59
2019
Q2 		$3.06M Buy
153,719
+7,231
+5% +$149K 0.43% 67
2019
Q1 		$3.05M Buy
146,488
+3,703
+3% +$72.9K 0.44% 66
2018
Q4 		$2.43M Buy
142,785
+19,506
+16% +$355K 0.39% 77
2018
Q3 		$2.33M Buy
123,279
+31,401
+34% +$619K 0.35% 79
2018
Q2 		$1.83M Buy
91,878
+24,722
+37% +$458K 0.29% 89
2018
Q1 		$1.18M Buy
+67,156
New +$1.24M 0.19% 110

Other funds holding PDM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 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
Man Group
Man Group London, United Kingdom $48.2B AUM 24.23% 1-Year Est. Return