Stifel Financial
PDM

Stifel Financial’s Piedmont Realty Trust PDM Stock Holding History

Stifel Financial’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
2022
Q4 		– Sell
-39,521
Closed -$418K – 3362
2022
Q3 		$418K Buy
39,521
+5,979
+18% +$75.1K ﹤0.01% 2541
2022
Q2 		$440K Buy
+33,542
New +$505K ﹤0.01% 2541
2020
Q3 		– Sell
-34,870
Closed -$580K – 2964
2020
Q2 		$580K Sell
34,870
-6,649
-16% -$111K ﹤0.01% 1939
2020
Q1 		$734K Sell
41,519
-62,792
-60% -$1.35M ﹤0.01% 1619
2019
Q4 		$2.32M Sell
104,311
-60,434
-37% -$1.3M ﹤0.01% 1247
2019
Q3 		$3.44M Buy
164,745
+1,233
+0.8% +$24.9K 0.01% 1004
2019
Q2 		$3.26M Buy
163,512
+125,202
+327% +$2.58M 0.01% 1036
2019
Q1 		$799K Buy
38,310
+4,180
+12% +$82.3K ﹤0.01% 1794
2018
Q4 		$582K Hold
34,130
– – ﹤0.01% 1863
2018
Q3 		$646K Hold
34,130
– – ﹤0.01% 1961
2018
Q2 		$680K Buy
34,130
+465
+1% +$8.62K ﹤0.01% 1856
2018
Q1 		$593K Buy
33,665
+545
+2% +$10.1K ﹤0.01% 1871
2017
Q4 		$650K Buy
33,120
+972
+3% +$19.4K ﹤0.01% 1767
2017
Q3 		$649K Buy
32,148
+666
+2% +$13.6K ﹤0.01% 1733
2017
Q2 		$664K Buy
31,482
+1,608
+5% +$34.8K ﹤0.01% 1714
2017
Q1 		$638K Hold
29,874
– – ﹤0.01% 1678
2016
Q4 		$625K Hold
29,874
– – ﹤0.01% 1654
2016
Q3 		$650K Sell
29,874
-120
-0.4% -$2.58K ﹤0.01% 1574
2016
Q2 		$646K Buy
29,994
+1,684
+6% +$34.2K ﹤0.01% 1608
2016
Q1 		$575K Buy
+28,310
New +$527K ﹤0.01% 1510

Other funds holding PDM

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State Street
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LSV Asset Management
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Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return