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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Vision Capital Toronto, Ontario, Canada $397M AUM 0.8% 1-Year Est. Return