SAM
PDM

Strategic Asset Management’s Piedmont Realty Trust PDM Stock Holding History

Strategic Asset Management’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
Q3 		$11K Hold
1,000
– – 0.02% 349
2022
Q2 		$13K Hold
1,000
– – 0.02% 345
2022
Q1 		$17K Hold
1,000
– – 0.02% 309
2021
Q4 		$18K Hold
1,000
– – 0.03% 288
2021
Q3 		$18K Buy
+1,000
New +$18.2K 0.03% 272

Other funds holding PDM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return

Strategic Asset Management's PDM Position: Q3 2022 in Review

Strategic Asset Management held its Piedmont Realty Trust (PDM) position steady in Q3 2022 at 1,000 shares worth $11K. The position accounts for 0.02% of the portfolio, ranked #349.

Strategic Asset Management first reported a position in PDM in Q3 2021 and has held it in 5 quarters since. The position peaked at $18K in Q4 2021. 244 funds tracked by Wall St. Rank hold PDM as of Q3 2022.

  • Strategic Asset Management held 1,000 shares of Piedmont Realty Trust worth $11K as of Q3 2022.
  • Strategic Asset Management left its Piedmont Realty Trust share count unchanged in Q3 2022.
  • Piedmont Realty Trust made up 0.02% of Strategic Asset Management's portfolio in Q3 2022, its #349 holding.
  • Strategic Asset Management first reported a position in Piedmont Realty Trust in Q3 2021 and has held it in 5 quarters since.
  • Strategic Asset Management's Piedmont Realty Trust position peaked at $18K in Q4 2021.
  • 244 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.