New York Life Investment Management’s Piedmont Realty Trust PDM Stock Holding History

New York Life 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
2024 Q2	–	Sell	-55,199	Closed	-$388K	–	1186
2024 Q1	$388K	Buy	55,199 +7,524	+16%	+$50.4K	﹤0.01%	818
2023 Q4	$339K	Sell	47,675 -1,098	-2%	-$6.63K	﹤0.01%	1139
2023 Q3	$274K	Sell	48,773 -7,684	-14%	-$52.7K	﹤0.01%	1206
2023 Q2	$410K	Sell	56,457 -11,031	-16%	-$73.4K	﹤0.01%	952
2023 Q1	$493K	Buy	67,488 +34,550	+105%	+$317K	0.01%	711
2022 Q4	$302K	Buy	32,938 +3,711	+13%	+$36.7K	﹤0.01%	1120
2022 Q3	$309K	Sell	29,227 -34,153	-54%	-$429K	﹤0.01%	1094
2022 Q2	$831K	Buy	+63,380	New	+$954K	0.01%	642

Other funds holding PDM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

New York Life Investment Management's PDM Position: Q2 2024 in Review

New York Life Investment Management sold out of Piedmont Realty Trust (PDM) in Q2 2024, closing a stake of 55,199 shares — an estimated $388K sold.

New York Life Investment Management first reported a position in PDM in Q2 2022 and held it in 8 quarters. The position peaked at $831K in Q2 2022. 231 funds tracked by Wall St. Rank hold PDM as of Q2 2024.

New York Life Investment Management reported no remaining Piedmont Realty Trust position as of Q2 2024 after selling out during the quarter.
New York Life Investment Management sold 55,199 Piedmont Realty Trust shares in Q2 2024, an estimated $388K.
New York Life Investment Management first reported a position in Piedmont Realty Trust in Q2 2022 and held it in 8 quarters.
New York Life Investment Management's Piedmont Realty Trust position peaked at $831K in Q2 2022.
231 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2024.

Based on New York Life Investment Management's 13F filing for Q2 2024, filed 5 Aug 2024.