HBW
PDM

Hazlett, Burt & Watson’s Piedmont Realty Trust PDM Stock Holding History

Hazlett, Burt & Watson’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
2024
Q3 		– Sell
-1
Closed – – 741
2024
Q2 		$0 Sell
1
-808
-100% -$5.62K ﹤0.01% 717
2024
Q1 		$6K Hold
809
– – ﹤0.01% 561
2023
Q4 		$6K Hold
809
– – ﹤0.01% 542
2023
Q3 		$5K Hold
809
– – ﹤0.01% 570
2023
Q2 		$6K Hold
809
– – ﹤0.01% 539
2023
Q1 		$6K Buy
809
+39
+5% +$358 ﹤0.01% 508
2022
Q4 		$7K Hold
770
– – 0.01% 496
2022
Q3 		$8K Buy
770
+13
+2% +$163 0.01% 479
2022
Q2 		$10K Buy
757
+12
+2% +$181 0.01% 459
2022
Q1 		$13K Buy
+745
New +$13.1K 0.01% 448

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
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
VC
Vision Capital Toronto, Ontario, Canada $309M AUM 10.92% 1-Year Est. Return

Hazlett, Burt & Watson's PDM Position: Q3 2024 in Review

Hazlett, Burt & Watson sold out of Piedmont Realty Trust (PDM) in Q3 2024, closing a stake of 1 share.

Hazlett, Burt & Watson first reported a position in PDM in Q1 2022 and held it in 10 quarters. The position peaked at $13K in Q1 2022. 244 funds tracked by Wall St. Rank hold PDM as of Q3 2024.

  • Hazlett, Burt & Watson reported no remaining Piedmont Realty Trust position as of Q3 2024 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 1 Piedmont Realty Trust share in Q3 2024.
  • Hazlett, Burt & Watson first reported a position in Piedmont Realty Trust in Q1 2022 and held it in 10 quarters.
  • Hazlett, Burt & Watson's Piedmont Realty Trust position peaked at $13K in Q1 2022.
  • 244 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2024.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2024, filed 30 Oct 2024.