UOC
PDM

UBS O'Connor’s Piedmont Realty Trust PDM Stock Holding History

UBS O'Connor’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
2024
Q3 		– Sell
-467,900
Closed -$3.39M – 583
2024
Q2 		$3.39M Buy
467,900
+278,300
+147% +$1.93M 0.1% 140
2024
Q1 		$1.33M Buy
+189,600
New +$1.27M 0.04% 243
2023
Q3 		– Sell
-316,540
Closed -$2.3M – 609
2023
Q2 		$2.3M Buy
+316,540
New +$2.11M 0.05% 269
2022
Q4 		– Sell
-43,290
Closed -$457K – 816
2022
Q3 		$457K Buy
+43,290
New +$544K 0.01% 815
2022
Q2 		– Sell
-276,875
Closed -$4.77M – 994
2022
Q1 		$4.77M Buy
+276,875
New +$4.86M 0.05% 306
2021
Q4 		– Sell
-42,600
Closed -$743K – 988
2021
Q3 		$743K Sell
42,600
-11,100
-21% -$202K 0.01% 629
2021
Q2 		$992K Buy
53,700
+20,758
+63% +$386K 0.01% 559
2021
Q1 		$572K Sell
32,942
-37,158
-53% -$627K 0.01% 596
2020
Q4 		$1.14M Sell
70,100
-89,100
-56% -$1.31M 0.02% 409
2020
Q3 		$2.16M Buy
+159,200
New +$2.47M 0.05% 175
2020
Q1 		– Sell
-50,900
Closed -$1.13M – 382
2019
Q4 		$1.13M Sell
50,900
-135,300
-73% -$2.91M 0.03% 217
2019
Q3 		$3.89M Buy
+186,200
New +$3.76M 0.11% 132
2015
Q3 		– Sell
-105,100
Closed -$1.85M – 702
2015
Q2 		$1.85M Buy
105,100
+44,848
+74% +$797K 0.02% 438
2015
Q1 		$1.12M Buy
+60,252
New +$1.14M 0.01% 495

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
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
VC
Vision Capital Toronto, Ontario, Canada $309M AUM 10.92% 1-Year Est. Return

UBS O'Connor's PDM Position: Q3 2024 in Review

UBS O'Connor sold out of Piedmont Realty Trust (PDM) in Q3 2024, closing a stake of 467,900 shares — an estimated $3.39M sold.

UBS O'Connor first reported a position in PDM in Q1 2015 and held it in 14 quarters. The position peaked at $4.77M in Q1 2022. 244 funds tracked by Wall St. Rank hold PDM as of Q3 2024.

  • UBS O'Connor reported no remaining Piedmont Realty Trust position as of Q3 2024 after selling out during the quarter.
  • UBS O'Connor sold 467,900 Piedmont Realty Trust shares in Q3 2024, an estimated $3.39M.
  • UBS O'Connor first reported a position in Piedmont Realty Trust in Q1 2015 and held it in 14 quarters.
  • UBS O'Connor's Piedmont Realty Trust position peaked at $4.77M in Q1 2022.
  • 244 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2024.

Based on UBS O'Connor's 13F filing for Q3 2024, filed 14 Nov 2024.