MGIM
PDM

M&G Investment Management’s Piedmont Realty Trust PDM Stock Holding History

M&G Investment Management’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
Q4 		$153K Sell
21,868
-1,965
-8% -$11.9K ﹤0.01% 337
2023
Q3 		$143K Hold
23,833
– – ﹤0.01% 341
2023
Q2 		$167K Buy
+23,833
New +$159K ﹤0.01% 363

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
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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

M&G Investment Management's PDM Position: Q4 2023 in Review

M&G Investment Management reduced its Piedmont Realty Trust (PDM) stake by 8.2% in Q4 2023, selling an estimated $11.9K and leaving 21,868 shares worth $153K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

M&G Investment Management first reported a position in PDM in Q2 2023 and has held it in 3 quarters since. The position peaked at $167K in Q2 2023. 237 funds tracked by Wall St. Rank hold PDM as of Q4 2023.

  • M&G Investment Management held 21,868 shares of Piedmont Realty Trust worth $153K as of Q4 2023.
  • M&G Investment Management sold 1,965 Piedmont Realty Trust shares in Q4 2023, an estimated $11.9K.
  • Piedmont Realty Trust made up ﹤0.01% of M&G Investment Management's portfolio in Q4 2023, its #337 holding.
  • M&G Investment Management first reported a position in Piedmont Realty Trust in Q2 2023 and has held it in 3 quarters since.
  • M&G Investment Management's Piedmont Realty Trust position peaked at $167K in Q2 2023.
  • 237 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2023.

Based on M&G Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.