LB
PDM

Legacy Bridge’s Piedmont Realty Trust PDM Stock Holding History

Legacy Bridge’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
2021
Q3 		– Sell
-1,350
Closed -$25K – 307
2021
Q2 		$25K Hold
1,350
– – 0.01% 226
2021
Q1 		$23K Hold
1,350
– – 0.01% 227
2020
Q4 		$22K Hold
1,350
– – 0.02% 222
2020
Q3 		$18K Hold
1,350
– – 0.02% 219
2020
Q2 		$22K Hold
1,350
– – 0.02% 214
2020
Q1 		$24K Hold
1,350
– – 0.03% 193
2019
Q4 		$30K Hold
1,350
– – 0.02% 211
2019
Q3 		$28K Buy
+1,350
New +$27.2K 0.03% 205
2019
Q2 		– Hold
0
– – – 204
2019
Q1 		– Hold
0
– – – 203

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Legacy Bridge's PDM Position: Q3 2021 in Review

Legacy Bridge sold out of Piedmont Realty Trust (PDM) in Q3 2021, closing a stake of 1,350 shares — an estimated $25K sold.

Legacy Bridge first reported a position in PDM in Q3 2019 and held it in 8 quarters. The position peaked at $30K in Q4 2019. 240 funds tracked by Wall St. Rank hold PDM as of Q3 2021.

  • Legacy Bridge reported no remaining Piedmont Realty Trust position as of Q3 2021 after selling out during the quarter.
  • Legacy Bridge sold 1,350 Piedmont Realty Trust shares in Q3 2021, an estimated $25K.
  • Legacy Bridge first reported a position in Piedmont Realty Trust in Q3 2019 and held it in 8 quarters.
  • Legacy Bridge's Piedmont Realty Trust position peaked at $30K in Q4 2019.
  • 240 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2021.

Based on Legacy Bridge's 13F filing for Q3 2021, filed 26 Oct 2021.