Holocene Advisors
PDM

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 – 845
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 – 684
2017
Q4 		$586K Buy
+29,861
New +$595K 0.02% 368

Other funds holding PDM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
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
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