Pendal Group’s Piedmont Realty Trust PDM Stock Holding History

Pendal Group’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
2019 Q4	–	Sell	-59,900	Closed	-$1.25M	–	491
2019 Q3	$1.25M	Sell	59,900 -2,300	-4%	-$46.4K	0.02%	259
2019 Q2	$1.24M	Sell	62,200 -23,200	-27%	-$479K	0.02%	262
2019 Q1	$1.78M	Sell	85,400 -6,500	-7%	-$128K	0.02%	229
2018 Q4	$1.57M	Sell	91,900 -36,600	-28%	-$665K	0.03%	223
2018 Q3	$2.43M	Sell	128,500 -13,800	-10%	-$272K	0.03%	194
2018 Q2	$2.84M	Sell	142,300 -17,700	-11%	-$328K	0.04%	202
2018 Q1	$2.81M	Sell	160,000 -4,000	-2%	-$73.8K	0.04%	210
2017 Q4	$3.22M	Sell	164,000 -20,800	-11%	-$414K	0.04%	186
2017 Q3	$3.73M	Buy	184,800 +2,400	+1%	+$48.9K	0.05%	183
2017 Q2	$3.84M	Buy	+182,400	New	+$3.94M	0.06%	189

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Pendal Group's PDM Position: Q4 2019 in Review

Pendal Group sold out of Piedmont Realty Trust (PDM) in Q4 2019, closing a stake of 59,900 shares — an estimated $1.25M sold.

Pendal Group first reported a position in PDM in Q2 2017 and held it in 10 quarters. The position peaked at $3.84M in Q2 2017. 254 funds tracked by Wall St. Rank hold PDM as of Q4 2019.

Pendal Group reported no remaining Piedmont Realty Trust position as of Q4 2019 after selling out during the quarter.
Pendal Group sold 59,900 Piedmont Realty Trust shares in Q4 2019, an estimated $1.25M.
Pendal Group first reported a position in Piedmont Realty Trust in Q2 2017 and held it in 10 quarters.
Pendal Group's Piedmont Realty Trust position peaked at $3.84M in Q2 2017.
254 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2019.

Based on Pendal Group's 13F filing for Q4 2019, filed 6 Feb 2020.