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

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

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

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 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

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

Harvest Fund Management's PDM Position: Q1 2023 in Review

Harvest Fund Management sold out of Piedmont Realty Trust (PDM) in Q1 2023, closing a stake of 7,213 shares — an estimated $66K sold.

Harvest Fund Management first reported a position in PDM in Q2 2020 and held it in 10 quarters. The position peaked at $226K in Q3 2021. 255 funds tracked by Wall St. Rank hold PDM as of Q1 2023.

Harvest Fund Management reported no remaining Piedmont Realty Trust position as of Q1 2023 after selling out during the quarter.
Harvest Fund Management sold 7,213 Piedmont Realty Trust shares in Q1 2023, an estimated $66K.
Harvest Fund Management first reported a position in Piedmont Realty Trust in Q2 2020 and held it in 10 quarters.
Harvest Fund Management's Piedmont Realty Trust position peaked at $226K in Q3 2021.
255 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2023.

Based on Harvest Fund Management's 13F filing for Q1 2023, filed 11 May 2023.