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Advisor Partners II’s Pitney Bowes PBI Stock Holding History

Advisor Partners II’s Portfolio PBI Stock Details PBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$36.6K Sell
12,127
-550
-4% -$1.88K ﹤0.01% 1246
2023
Q2 		$44.9K Sell
12,677
-4,898
-28% -$17K ﹤0.01% 1075
2023
Q1 		$68.4K Sell
17,575
-4,730
-21% -$19.9K ﹤0.01% 993
2022
Q4 		$84.8K Buy
22,305
+8,349
+60% +$28.1K 0.01% 923
2022
Q3 		$33K Buy
+13,956
New +$44.8K ﹤0.01% 827

Other funds holding PBI

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
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
CCP
Clifford Capital Partners Alpine, Utah $600M AUM 19.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
PC
Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Advisor Partners II's PBI Position: Q3 2023 in Review

Advisor Partners II reduced its Pitney Bowes (PBI) stake by 4.3% in Q3 2023, selling an estimated $1.88K and leaving 12,127 shares worth $36.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1246.

Advisor Partners II first reported a position in PBI in Q3 2022 and has held it in 5 quarters since. The position peaked at $84.8K in Q4 2022. 223 funds tracked by Wall St. Rank hold PBI as of Q3 2023.

  • Advisor Partners II held 12,127 shares of Pitney Bowes worth $36.6K as of Q3 2023.
  • Advisor Partners II sold 550 Pitney Bowes shares in Q3 2023, an estimated $1.88K.
  • Pitney Bowes made up ﹤0.01% of Advisor Partners II's portfolio in Q3 2023, its #1246 holding.
  • Advisor Partners II first reported a position in Pitney Bowes in Q3 2022 and has held it in 5 quarters since.
  • Advisor Partners II's Pitney Bowes position peaked at $84.8K in Q4 2022.
  • 223 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.