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 $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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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 $1.61T AUM 30.72% 1-Year Est. Return