JMF
PDM

Johnson Midwest Financial’s Piedmont Realty Trust PDM Stock Holding History

Johnson Midwest Financial’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
Q3 		$7.13K Hold
1,269
– – 0.02% 231
2023
Q2 		$9.23K Buy
1,269
+22
+2% +$146 0.01% 213
2023
Q1 		$9.1K Buy
1,247
+37
+3% +$340 0.01% 212
2022
Q4 		$11K Hold
1,210
– – 0.04% 191
2022
Q3 		$13 Buy
1,210
+13
+1% +$163 0.05% 171
2022
Q2 		$16K Buy
1,197
+11
+0.9% +$166 0.02% 146
2022
Q1 		$20K Buy
1,186
+16
+1% +$281 0.03% 127
2021
Q4 		$22K Hold
1,170
– – 0.02% 127
2021
Q3 		$20K Buy
1,170
+8
+0.7% +$146 0.02% 142
2021
Q2 		$21K Buy
1,162
+7
+0.6% +$130 0.02% 132
2021
Q1 		$20K Buy
1,155
+16
+1% +$270 0.02% 125
2020
Q4 		$18K Buy
+1,139
New +$16.8K 0.02% 140

Other funds holding PDM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

Johnson Midwest Financial's PDM Position: Q3 2023 in Review

Johnson Midwest Financial held its Piedmont Realty Trust (PDM) position steady in Q3 2023 at 1,269 shares worth $7.13K. The position accounts for 0.02% of the portfolio, ranked #231.

Johnson Midwest Financial first reported a position in PDM in Q4 2020 and has held it in 12 quarters since. The position peaked at $22K in Q4 2021. 240 funds tracked by Wall St. Rank hold PDM as of Q3 2023.

  • Johnson Midwest Financial held 1,269 shares of Piedmont Realty Trust worth $7.13K as of Q3 2023.
  • Johnson Midwest Financial left its Piedmont Realty Trust share count unchanged in Q3 2023.
  • Piedmont Realty Trust made up 0.02% of Johnson Midwest Financial's portfolio in Q3 2023, its #231 holding.
  • Johnson Midwest Financial first reported a position in Piedmont Realty Trust in Q4 2020 and has held it in 12 quarters since.
  • Johnson Midwest Financial's Piedmont Realty Trust position peaked at $22K in Q4 2021.
  • 240 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.