MCM
PDM

Manchester Capital Management’s Piedmont Realty Trust PDM Stock Holding History

Manchester Capital 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
Q3 		– Sell
-96
Closed -$698 – 1031
2023
Q2 		$698 Sell
96
-376
-80% -$2.5K ﹤0.01% 849
2023
Q1 		$3.45K Buy
472
+214
+83% +$1.96K ﹤0.01% 694
2022
Q4 		$2.37K Buy
258
+173
+204% +$1.71K ﹤0.01% 677
2022
Q3 		$1K Sell
85
-125
-60% -$1.57K ﹤0.01% 811
2022
Q2 		$3K Buy
+210
New +$3.16K ﹤0.01% 642

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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Manchester Capital Management's PDM Position: Q3 2023 in Review

Manchester Capital Management sold out of Piedmont Realty Trust (PDM) in Q3 2023, closing a stake of 96 shares — an estimated $698 sold.

Manchester Capital Management first reported a position in PDM in Q2 2022 and held it in 5 quarters. The position peaked at $3.45K in Q1 2023. 240 funds tracked by Wall St. Rank hold PDM as of Q3 2023.

  • Manchester Capital Management reported no remaining Piedmont Realty Trust position as of Q3 2023 after selling out during the quarter.
  • Manchester Capital Management sold 96 Piedmont Realty Trust shares in Q3 2023, an estimated $698.
  • Manchester Capital Management first reported a position in Piedmont Realty Trust in Q2 2022 and held it in 5 quarters.
  • Manchester Capital Management's Piedmont Realty Trust position peaked at $3.45K in Q1 2023.
  • 240 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2023.

Based on Manchester Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.