Truist Financial
PDM

Truist Financial’s Piedmont Realty Trust PDM Stock Holding History

Truist 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
2023
Q2 		– Sell
-64,510
Closed -$471K – 2648
2023
Q1 		$471K Buy
64,510
+35
+0.1% +$321 ﹤0.01% 2018
2022
Q4 		$591K Buy
64,475
+43,660
+210% +$431K ﹤0.01% 1849
2022
Q3 		$220K Sell
20,815
-17,181
-45% -$216K ﹤0.01% 2257
2022
Q2 		$498K Hold
37,996
– – ﹤0.01% 1903
2022
Q1 		$654K Sell
37,996
-156
-0.4% -$2.74K ﹤0.01% 1841
2021
Q4 		$701K Buy
+38,152
New +$699K ﹤0.01% 1838
2021
Q3 		– Sell
-39,519
Closed -$730K – 2792
2021
Q2 		$730K Buy
39,519
+16,457
+71% +$306K ﹤0.01% 1821
2021
Q1 		$401K Buy
+23,062
New +$389K ﹤0.01% 2114

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
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return