Ray Dalio
PDM

Ray Dalio’s Piedmont Realty Trust PDM Stock Holding History

Ray Dalio’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 		– Sell
-50,259
Closed -$282K – 795
2023
Q3 		$282K Sell
50,259
-395
-0.8% -$2.71K ﹤0.01% 726
2023
Q2 		$368K Buy
50,654
+972
+2% +$6.47K ﹤0.01% 671
2023
Q1 		$363K Sell
49,682
-20,636
-29% -$189K ﹤0.01% 670
2022
Q4 		$645K Buy
70,318
+42,811
+156% +$423K ﹤0.01% 699
2022
Q3 		$290K Sell
27,507
-3,611
-12% -$45.3K ﹤0.01% 828
2022
Q2 		$408K Buy
31,118
+9,609
+45% +$145K ﹤0.01% 918
2022
Q1 		$370K Buy
21,509
+10,190
+90% +$179K ﹤0.01% 920
2021
Q4 		$208K Buy
+11,319
New +$207K ﹤0.01% 722

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Ray Dalio's PDM Position: Q4 2023 in Review

Ray Dalio sold out of Piedmont Realty Trust (PDM) in Q4 2023, closing a stake of 50,259 shares — an estimated $282K sold.

Ray Dalio first reported a position in PDM in Q4 2021 and held it in 8 quarters. The position peaked at $645K in Q4 2022. 237 funds tracked by Wall St. Rank hold PDM as of Q4 2023.

  • Ray Dalio reported no remaining Piedmont Realty Trust position as of Q4 2023 after selling out during the quarter.
  • Ray Dalio sold 50,259 Piedmont Realty Trust shares in Q4 2023, an estimated $282K.
  • Ray Dalio first reported a position in Piedmont Realty Trust in Q4 2021 and held it in 8 quarters.
  • Ray Dalio's Piedmont Realty Trust position peaked at $645K in Q4 2022.
  • 237 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2023.

Based on Bridgewater Associates's 13F filing for Q4 2023, filed 14 Feb 2024.