Neo Ivy Capital Management’s Piedmont Realty Trust PDM Stock Holding History

Neo Ivy 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
2022 Q2	–	Sell	-3,614	Closed	-$62K	–	559
2022 Q1	$62K	Sell	3,614 -1,443	-29%	-$25.3K	0.06%	356
2021 Q4	$93K	Buy	5,057 +1,225	+32%	+$22.4K	0.13%	226
2021 Q3	$64K	Buy	+3,832	New	+$69.8K	0.07%	299
2021 Q1	–	Sell	-2,853	Closed	-$46K	–	593
2020 Q4	$46K	Buy	+2,853	New	+$42K	0.05%	314
2020 Q3	–	Sell	-3,832	Closed	-$64K	–	578
2020 Q2	$64K	Buy	+3,832	New	+$64K	0.07%	299
2019 Q3	–	Sell	-2,679	Closed	-$53K	–	364
2019 Q2	$53K	Buy	+2,679	New	+$55.3K	0.03%	234

Other funds holding PDM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

HRES

Heitman Real Estate Securities Chicago, Illinois $1.56B AUM 21.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Neo Ivy Capital Management's PDM Position: Q2 2022 in Review

Neo Ivy Capital Management sold out of Piedmont Realty Trust (PDM) in Q2 2022, closing a stake of 3,614 shares — an estimated $62K sold.

Neo Ivy Capital Management first reported a position in PDM in Q2 2019 and held it in 6 quarters. The position peaked at $93K in Q4 2021. 250 funds tracked by Wall St. Rank hold PDM as of Q2 2022.

Neo Ivy Capital Management reported no remaining Piedmont Realty Trust position as of Q2 2022 after selling out during the quarter.
Neo Ivy Capital Management sold 3,614 Piedmont Realty Trust shares in Q2 2022, an estimated $62K.
Neo Ivy Capital Management first reported a position in Piedmont Realty Trust in Q2 2019 and held it in 6 quarters.
Neo Ivy Capital Management's Piedmont Realty Trust position peaked at $93K in Q4 2021.
250 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2022.

Based on Neo Ivy Capital Management's 13F filing for Q2 2022, filed 16 Aug 2022.