SSB
PDM

Sandy Spring Bank’s Piedmont Realty Trust PDM Stock Holding History

Sandy Spring Bank’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
2021
Q2 		– Sell
-2,296
Closed -$40K – 1165
2021
Q1 		$40K Hold
2,296
– – ﹤0.01% 554
2020
Q4 		$37K Hold
2,296
– – ﹤0.01% 544
2020
Q3 		$31K Hold
2,296
– – ﹤0.01% 538
2020
Q2 		$38K Hold
2,296
– – ﹤0.01% 499
2020
Q1 		$41K Hold
2,296
– – ﹤0.01% 470
2019
Q4 		$51K Hold
2,296
– – ﹤0.01% 473
2019
Q3 		$48K Hold
2,296
– – ﹤0.01% 480
2019
Q2 		$46K Hold
2,296
– – ﹤0.01% 478
2019
Q1 		$48K Hold
2,296
– – ﹤0.01% 451
2018
Q4 		$39K Hold
2,296
– – ﹤0.01% 477
2018
Q3 		$43K Hold
2,296
– – ﹤0.01% 483
2018
Q2 		$46K Hold
2,296
– – ﹤0.01% 473
2018
Q1 		$40K Hold
2,296
– – ﹤0.01% 499
2017
Q4 		$45K Hold
2,296
– – ﹤0.01% 462
2017
Q3 		$46K Hold
2,296
– – ﹤0.01% 456
2017
Q2 		$48K Hold
2,296
– – ﹤0.01% 463
2017
Q1 		$49K Hold
2,296
– – ﹤0.01% 450
2016
Q4 		$48K Hold
2,296
– – 0.01% 447
2016
Q3 		$50K Hold
2,296
– – 0.01% 430
2016
Q2 		$49K Hold
2,296
– – 0.01% 441
2016
Q1 		$47K Sell
2,296
-689
-23% -$12.8K 0.01% 449
2015
Q4 		$56K Sell
2,985
-3,172
-52% -$60.7K 0.01% 414
2015
Q3 		$110K Sell
6,157
-1,700
-22% -$30.4K 0.01% 333
2015
Q2 		$138K Sell
7,857
-740
-9% -$13.2K 0.02% 323
2015
Q1 		$160K Buy
8,597
+140
+2% +$2.64K 0.02% 307
2014
Q4 		$159K Hold
8,457
– – 0.02% 283
2014
Q3 		$149K Buy
8,457
+5,472
+183% +$105K 0.02% 297
2014
Q2 		$56K Hold
2,985
– – 0.01% 408
2014
Q1 		$51K Buy
2,985
+2,296
+333% +$38.5K 0.01% 373
2013
Q4 		$11K Hold
689
– – ﹤0.01% 554
2013
Q3 		$12K Hold
689
– – ﹤0.01% 531
2013
Q2 		$12K Buy
+689
New +$13.4K ﹤0.01% 508

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
Fidelity Investments
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.56B AUM 21.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sandy Spring Bank's PDM Position: Q2 2021 in Review

Sandy Spring Bank sold out of Piedmont Realty Trust (PDM) in Q2 2021, closing a stake of 2,296 shares — an estimated $40K sold.

Sandy Spring Bank first reported a position in PDM in Q2 2013 and held it in 32 quarters. The position peaked at $160K in Q1 2015. 242 funds tracked by Wall St. Rank hold PDM as of Q2 2021.

  • Sandy Spring Bank reported no remaining Piedmont Realty Trust position as of Q2 2021 after selling out during the quarter.
  • Sandy Spring Bank sold 2,296 Piedmont Realty Trust shares in Q2 2021, an estimated $40K.
  • Sandy Spring Bank first reported a position in Piedmont Realty Trust in Q2 2013 and held it in 32 quarters.
  • Sandy Spring Bank's Piedmont Realty Trust position peaked at $160K in Q1 2015.
  • 242 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2021.

Based on Sandy Spring Bank's 13F filing for Q2 2021, filed 9 Aug 2021.