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Allred Capital Management’s Pitney Bowes PBI Stock Holding History

Allred Capital Management’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
2021
Q2 		– Sell
-5,515
Closed -$45.4K – 596
2021
Q1 		$45.4K Buy
+5,515
New +$47.3K 0.02% 396
2020
Q1 		– Sell
-5,517
Closed -$22.2K – 543
2019
Q4 		$22.2K Buy
+5,517
New +$25.3K 0.01% 464

Other funds holding PBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
SAM
Soviero Asset Management New York $200M AUM 134.59% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Allred Capital Management's PBI Position: Q2 2021 in Review

Allred Capital Management sold out of Pitney Bowes (PBI) in Q2 2021, closing a stake of 5,515 shares — an estimated $45.4K sold.

Allred Capital Management first reported a position in PBI in Q4 2019 and held it in 2 quarters. The position peaked at $45.4K in Q1 2021. 248 funds tracked by Wall St. Rank hold PBI as of Q2 2021.

  • Allred Capital Management reported no remaining Pitney Bowes position as of Q2 2021 after selling out during the quarter.
  • Allred Capital Management sold 5,515 Pitney Bowes shares in Q2 2021, an estimated $45.4K.
  • Allred Capital Management first reported a position in Pitney Bowes in Q4 2019 and held it in 2 quarters.
  • Allred Capital Management's Pitney Bowes position peaked at $45.4K in Q1 2021.
  • 248 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2021.

Based on Allred Capital Management's 13F filing for Q2 2021, filed 5 Aug 2021.