Sterling Investment Advisors (Pennsylvania)’s Piedmont Realty Trust PDM Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 Q3	–	Sell	-1,720	Closed	-$32K	–	593
2021 Q2	$32K	Hold	1,720	–	–	0.01%	306
2021 Q1	$30K	Hold	1,720	–	–	0.01%	286
2020 Q4	$28K	Hold	1,720	–	–	0.01%	278
2020 Q3	$23K	Hold	1,720	–	–	0.01%	279
2020 Q2	$28K	Hold	1,720	–	–	0.01%	264
2020 Q1	$30K	Hold	1,720	–	–	0.02%	234
2019 Q4	$38K	Buy	+1,720	New	+$37K	0.02%	233

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

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

WMSA

Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return

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

Sterling Investment Advisors (Pennsylvania)'s PDM Position: Q3 2021 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Piedmont Realty Trust (PDM) in Q3 2021, closing a stake of 1,720 shares — an estimated $32K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in PDM in Q4 2019 and held it in 7 quarters. The position peaked at $38K in Q4 2019. 240 funds tracked by Wall St. Rank hold PDM as of Q3 2021.

Sterling Investment Advisors (Pennsylvania) reported no remaining Piedmont Realty Trust position as of Q3 2021 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 1,720 Piedmont Realty Trust shares in Q3 2021, an estimated $32K.
Sterling Investment Advisors (Pennsylvania) first reported a position in Piedmont Realty Trust in Q4 2019 and held it in 7 quarters.
Sterling Investment Advisors (Pennsylvania)'s Piedmont Realty Trust position peaked at $38K in Q4 2019.
240 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2021.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2021, filed 9 Nov 2021.