ZIG
PDM

Zullo Investment Group’s Piedmont Realty Trust PDM Stock Holding History

Zullo Investment Group’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
-2,445
Closed -$22.4K – 532
2022
Q4 		$22.4K Hold
2,445
– – 0.01% 381
2022
Q3 		$26K Hold
2,445
– – 0.02% 355
2022
Q2 		$32K Hold
2,445
– – 0.02% 335
2022
Q1 		$42K Hold
2,445
– – 0.02% 323
2021
Q4 		$45K Buy
+2,445
New +$44.8K 0.02% 319

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Zullo Investment Group's PDM Position: Q1 2023 in Review

Zullo Investment Group sold out of Piedmont Realty Trust (PDM) in Q1 2023, closing a stake of 2,445 shares — an estimated $22.4K sold.

Zullo Investment Group first reported a position in PDM in Q4 2021 and held it in 5 quarters. The position peaked at $45K in Q4 2021. 255 funds tracked by Wall St. Rank hold PDM as of Q1 2023.

  • Zullo Investment Group reported no remaining Piedmont Realty Trust position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 2,445 Piedmont Realty Trust shares in Q1 2023, an estimated $22.4K.
  • Zullo Investment Group first reported a position in Piedmont Realty Trust in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Piedmont Realty Trust position peaked at $45K in Q4 2021.
  • 255 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.