HFM
PDM

Harvest Fund Management’s Piedmont Realty Trust PDM Stock Holding History

Harvest Fund Management’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
Q1 		– Sell
-7,213
Closed -$66K – 803
2022
Q4 		$66K Hold
7,213
– – 0.02% 427
2022
Q3 		$76K Hold
7,213
– – 0.02% 350
2022
Q2 		$95K Sell
7,213
-3,420
-32% -$51.5K 0.03% 306
2022
Q1 		$183K Sell
10,633
-157
-1% -$2.76K 0.04% 232
2021
Q4 		$198K Sell
10,790
-2,219
-17% -$40.6K 0.03% 248
2021
Q3 		$226K Buy
13,009
+7,450
+134% +$136K 0.05% 136
2021
Q2 		$103K Buy
+5,559
New +$103K 0.01% 269
2021
Q1 		– Sell
-5,306
Closed -$86K – 856
2020
Q4 		$86K Buy
5,306
+903
+21% +$13.3K 0.01% 284
2020
Q3 		$63K Hold
4,403
– – 0.01% 351
2020
Q2 		$72K Buy
+4,403
New +$73.5K 0.01% 281

Other funds holding PDM

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
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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
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return