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

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Stifel Financial's PDM Position: Q4 2022 in Review

Stifel Financial sold out of Piedmont Realty Trust (PDM) in Q4 2022, closing a stake of 39,521 shares — an estimated $418K sold.

Stifel Financial first reported a position in PDM in Q1 2016 and held it in 20 quarters. The position peaked at $3.44M in Q3 2019. 259 funds tracked by Wall St. Rank hold PDM as of Q4 2022.

  • Stifel Financial reported no remaining Piedmont Realty Trust position as of Q4 2022 after selling out during the quarter.
  • Stifel Financial sold 39,521 Piedmont Realty Trust shares in Q4 2022, an estimated $418K.
  • Stifel Financial first reported a position in Piedmont Realty Trust in Q1 2016 and held it in 20 quarters.
  • Stifel Financial's Piedmont Realty Trust position peaked at $3.44M in Q3 2019.
  • 259 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2022.

Based on Stifel Financial's 13F filing for Q4 2022, filed 13 Feb 2023.