Vestor Capital’s Piedmont Realty Trust PDM Stock Holding History

Vestor Capital’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 Q4	–	Sell	-384,842	Closed	-$2.16M	–	256
2023 Q3	$2.16M	Buy	+384,842	New	+$2.64M	0.23%	74

Other funds holding PDM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vestor Capital's PDM Position: Q4 2023 in Review

Vestor Capital sold out of Piedmont Realty Trust (PDM) in Q4 2023, closing a stake of 384,842 shares — an estimated $2.16M sold.

Vestor Capital first reported a position in PDM in Q3 2023 and held it in 1 quarter. The position peaked at $2.16M in Q3 2023. 237 funds tracked by Wall St. Rank hold PDM as of Q4 2023.

Vestor Capital reported no remaining Piedmont Realty Trust position as of Q4 2023 after selling out during the quarter.
Vestor Capital sold 384,842 Piedmont Realty Trust shares in Q4 2023, an estimated $2.16M.
Vestor Capital first reported a position in Piedmont Realty Trust in Q3 2023 and held it in 1 quarter.
Vestor Capital's Piedmont Realty Trust position peaked at $2.16M in Q3 2023.
237 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2023.

Based on Vestor Capital's 13F filing for Q4 2023, filed 7 Feb 2024.