Handelsbanken Fonder’s Piedmont Realty Trust PDM Stock Holding History

Handelsbanken Fonder’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	-26,618	Closed	-$150K	–	1588
2023 Q3	$150K	Hold	26,618	–	–	﹤0.01%	1512
2023 Q2	$194K	Hold	26,618	–	–	﹤0.01%	1500
2023 Q1	$194K	Hold	26,618	–	–	﹤0.01%	1460
2022 Q4	$244K	Hold	26,618	–	–	﹤0.01%	1350
2022 Q3	$281K	Hold	26,618	–	–	﹤0.01%	1282
2022 Q2	$349K	Sell	26,618 -7,000	-21%	-$105K	﹤0.01%	1243
2022 Q1	$579K	Hold	33,618	–	–	﹤0.01%	1095
2021 Q4	$618K	Hold	33,618	–	–	﹤0.01%	1206
2021 Q3	$586K	Buy	33,618 +4,800	+17%	+$87.4K	﹤0.01%	1249
2021 Q2	$532K	Buy	28,818 +4,900	+20%	+$91.2K	﹤0.01%	1333
2021 Q1	$415K	Hold	23,918	–	–	﹤0.01%	1293
2020 Q4	$388K	Hold	23,918	–	–	﹤0.01%	1287
2020 Q3	$325K	Hold	23,918	–	–	﹤0.01%	1200
2020 Q2	$397K	Buy	+23,918	New	+$399K	﹤0.01%	1080

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

PMG

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Handelsbanken Fonder's PDM Position: Q4 2023 in Review

Handelsbanken Fonder sold out of Piedmont Realty Trust (PDM) in Q4 2023, closing a stake of 26,618 shares — an estimated $150K sold.

Handelsbanken Fonder first reported a position in PDM in Q2 2020 and held it in 14 quarters. The position peaked at $618K in Q4 2021. 237 funds tracked by Wall St. Rank hold PDM as of Q4 2023.

Handelsbanken Fonder reported no remaining Piedmont Realty Trust position as of Q4 2023 after selling out during the quarter.
Handelsbanken Fonder sold 26,618 Piedmont Realty Trust shares in Q4 2023, an estimated $150K.
Handelsbanken Fonder first reported a position in Piedmont Realty Trust in Q2 2020 and held it in 14 quarters.
Handelsbanken Fonder's Piedmont Realty Trust position peaked at $618K in Q4 2021.
237 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2023.

Based on Handelsbanken Fonder's 13F filing for Q4 2023, filed 1 Feb 2024.