Algert Global’s Pitney Bowes PBI Stock Holding History

Algert Global’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
2025 Q3	–	Sell	-167,069	Closed	-$1.82M	–	1291
2025 Q2	$1.82M	Sell	167,069 -112,997	-40%	-$1.06M	0.04%	659
2025 Q1	$2.54M	Sell	280,066 -333,777	-54%	-$3.02M	0.06%	524
2024 Q4	$4.44M	Buy	613,843 +269,014	+78%	+$2M	0.1%	322
2024 Q3	$2.46M	Buy	344,829 +149,944	+77%	+$1.01M	0.07%	489
2024 Q2	$990K	Buy	+194,885	New	+$931K	0.03%	690
2022 Q3	–	Sell	-12,490	Closed	-$45K	–	1295
2022 Q2	$45K	Buy	+12,490	New	+$56.9K	﹤0.01%	1158
2021 Q4	–	Sell	-34,131	Closed	-$246K	–	1074
2021 Q3	$246K	Buy	+34,131	New	+$267K	0.03%	830
2020 Q1	–	Sell	-28,127	Closed	-$113K	–	492
2019 Q4	$113K	Buy	+28,127	New	+$129K	0.03%	346
2018 Q2	–	Sell	-71,293	Closed	-$776K	–	371
2018 Q1	$776K	Buy	+71,293	New	+$883K	0.15%	214
2017 Q3	–	Sell	-62,490	Closed	-$944K	–	336
2017 Q2	$944K	Buy	+62,490	New	+$913K	0.27%	163

Other funds holding PBI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Hestia Capital Management Cranberry Township, Pennsylvania $111M AUM 21.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return