LF
PDM

Lee Financial’s Piedmont Realty Trust PDM Stock Holding History

Lee 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
Q1 		– Sell
-206
Closed -$1.89K – 921
2022
Q4 		$1.89K Buy
206
+186
+930% +$1.84K ﹤0.01% 707
2022
Q3 		$0 Hold
20
– – ﹤0.01% 968
2022
Q2 		$0 Hold
20
– – ﹤0.01% 960
2022
Q1 		$0 Sell
20
-131
-87% -$2.3K ﹤0.01% 907
2021
Q4 		$3K Buy
+151
New +$2.77K ﹤0.01% 680

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Nuveen
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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lee Financial's PDM Position: Q1 2023 in Review

Lee Financial sold out of Piedmont Realty Trust (PDM) in Q1 2023, closing a stake of 206 shares — an estimated $1.89K sold.

Lee Financial first reported a position in PDM in Q4 2021 and held it in 5 quarters. The position peaked at $3K in Q4 2021. 255 funds tracked by Wall St. Rank hold PDM as of Q1 2023.

  • Lee Financial reported no remaining Piedmont Realty Trust position as of Q1 2023 after selling out during the quarter.
  • Lee Financial sold 206 Piedmont Realty Trust shares in Q1 2023, an estimated $1.89K.
  • Lee Financial first reported a position in Piedmont Realty Trust in Q4 2021 and held it in 5 quarters.
  • Lee Financial's Piedmont Realty Trust position peaked at $3K in Q4 2021.
  • 255 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.