TLP
PDM

Tri Locum Partners’s Piedmont Realty Trust PDM Stock Holding History

Tri Locum Partners’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
2023
Q1 		– Sell
-16,088
Closed -$148K – 78
2022
Q4 		$148K Buy
+16,088
New +$159K 0.06% 39

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tri Locum Partners's PDM Position: Q1 2023 in Review

Tri Locum Partners sold out of Piedmont Realty Trust (PDM) in Q1 2023, closing a stake of 16,088 shares — an estimated $148K sold.

Tri Locum Partners first reported a position in PDM in Q4 2022 and held it in 1 quarter. The position peaked at $148K in Q4 2022. 255 funds tracked by Wall St. Rank hold PDM as of Q1 2023.

  • Tri Locum Partners reported no remaining Piedmont Realty Trust position as of Q1 2023 after selling out during the quarter.
  • Tri Locum Partners sold 16,088 Piedmont Realty Trust shares in Q1 2023, an estimated $148K.
  • Tri Locum Partners first reported a position in Piedmont Realty Trust in Q4 2022 and held it in 1 quarter.
  • Tri Locum Partners's Piedmont Realty Trust position peaked at $148K in Q4 2022.
  • 255 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2023.

Based on Tri Locum Partners's 13F filing for Q1 2023, filed 15 May 2023.