Holocene Advisors’s Piedmont Realty Trust PDM Stock Holding History

Holocene Advisors’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	-27,984	Closed	-$257K	–	844
2022 Q4	$257K	Sell	27,984 -100,295	-78%	-$991K	﹤0.01%	661
2022 Q3	$1.35M	Sell	128,279 -7,729	-6%	-$97K	0.01%	550
2022 Q2	$1.78M	Buy	136,008 +19,186	+16%	+$289K	0.01%	575
2022 Q1	$2.01M	Buy	116,822 +66,082	+130%	+$1.16M	0.01%	517
2021 Q4	$933K	Buy	+50,740	New	+$929K	﹤0.01%	690
2018 Q1	–	Sell	-29,861	Closed	-$586K	–	680
2017 Q4	$586K	Buy	+29,861	New	+$595K	0.01%	368

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

Holocene Advisors's PDM Position: Q1 2023 in Review

Holocene Advisors sold out of Piedmont Realty Trust (PDM) in Q1 2023, closing a stake of 27,984 shares — an estimated $257K sold.

Holocene Advisors first reported a position in PDM in Q4 2017 and held it in 6 quarters. The position peaked at $2.01M in Q1 2022. 255 funds tracked by Wall St. Rank hold PDM as of Q1 2023.

Holocene Advisors reported no remaining Piedmont Realty Trust position as of Q1 2023 after selling out during the quarter.
Holocene Advisors sold 27,984 Piedmont Realty Trust shares in Q1 2023, an estimated $257K.
Holocene Advisors first reported a position in Piedmont Realty Trust in Q4 2017 and held it in 6 quarters.
Holocene Advisors's Piedmont Realty Trust position peaked at $2.01M in Q1 2022.
255 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2023.

Based on Holocene Advisors's 13F filing for Q1 2023, filed 15 May 2023.