Whittier Trust’s Piedmont Realty Trust PDM Stock Holding History

Whittier Trust’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	-94	Closed	-$686	–	1604
2023 Q1	$686	Hold	94	–	–	﹤0.01%	1543
2022 Q4	$861	Hold	94	–	–	﹤0.01%	1549
2022 Q3	$1K	Hold	94	–	–	﹤0.01%	1622
2022 Q2	$1K	Hold	94	–	–	﹤0.01%	1635
2022 Q1	$2K	Hold	94	–	–	﹤0.01%	1598
2021 Q4	$2K	Hold	94	–	–	﹤0.01%	1512
2021 Q3	$2K	Hold	94	–	–	﹤0.01%	1428
2021 Q2	$2K	Hold	94	–	–	﹤0.01%	1460
2021 Q1	$2K	Hold	94	–	–	﹤0.01%	1452
2020 Q4	$2K	Hold	94	–	–	﹤0.01%	1337
2020 Q3	$1K	Hold	94	–	–	﹤0.01%	1394
2020 Q2	$2K	Hold	94	–	–	﹤0.01%	1293
2020 Q1	$2K	Hold	94	–	–	﹤0.01%	1346
2019 Q4	$2K	Hold	94	–	–	﹤0.01%	1375
2019 Q3	$2K	Buy	+94	New	+$1.9K	﹤0.01%	1388
2018 Q2	–	Sell	-78	Closed	-$1K	–	1317
2018 Q1	$1K	Buy	+78	New	+$1.44K	﹤0.01%	1271

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

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

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

PMG

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Whittier Trust's PDM Position: Q2 2023 in Review

Whittier Trust sold out of Piedmont Realty Trust (PDM) in Q2 2023, closing a stake of 94 shares — an estimated $686 sold.

Whittier Trust first reported a position in PDM in Q1 2018 and held it in 16 quarters. The position peaked at $2K in Q1 2022. 246 funds tracked by Wall St. Rank hold PDM as of Q2 2023.

Whittier Trust reported no remaining Piedmont Realty Trust position as of Q2 2023 after selling out during the quarter.
Whittier Trust sold 94 Piedmont Realty Trust shares in Q2 2023, an estimated $686.
Whittier Trust first reported a position in Piedmont Realty Trust in Q1 2018 and held it in 16 quarters.
Whittier Trust's Piedmont Realty Trust position peaked at $2K in Q1 2022.
246 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2023.

Based on Whittier Trust's 13F filing for Q2 2023, filed 24 Jul 2023.