JG
PDM

Joel Greenblatt’s Piedmont Realty Trust PDM Stock Holding History

Joel Greenblatt’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
Q2 		– Sell
-14,905
Closed -$105K – 1478
2024
Q1 		$105K Sell
14,905
-6,907
-32% -$46.3K ﹤0.01% 1332
2023
Q4 		$155K Buy
21,812
+4,735
+28% +$28.6K ﹤0.01% 1272
2023
Q3 		$96K Sell
17,077
-1,012
-6% -$6.94K ﹤0.01% 1287
2023
Q2 		$132K Buy
18,089
+5,829
+48% +$38.8K ﹤0.01% 1260
2023
Q1 		$89.5K Buy
+12,260
New +$113K ﹤0.01% 1293

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
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Joel Greenblatt's PDM Position: Q2 2024 in Review

Joel Greenblatt sold out of Piedmont Realty Trust (PDM) in Q2 2024, closing a stake of 14,905 shares — an estimated $105K sold.

Joel Greenblatt first reported a position in PDM in Q1 2023 and held it in 5 quarters. The position peaked at $155K in Q4 2023. 231 funds tracked by Wall St. Rank hold PDM as of Q2 2024.

  • Joel Greenblatt reported no remaining Piedmont Realty Trust position as of Q2 2024 after selling out during the quarter.
  • Joel Greenblatt sold 14,905 Piedmont Realty Trust shares in Q2 2024, an estimated $105K.
  • Joel Greenblatt first reported a position in Piedmont Realty Trust in Q1 2023 and held it in 5 quarters.
  • Joel Greenblatt's Piedmont Realty Trust position peaked at $155K in Q4 2023.
  • 231 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2024.

Based on Gotham Asset Management's 13F filing for Q2 2024, filed 14 Aug 2024.