Alpine Woods Capital Investors’s Pitney Bowes PBI Stock Holding History

Alpine Woods Capital Investors’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
2020 Q4	–	Sell	-14,000	Closed	-$74K	–	237
2020 Q3	$74K	Sell	14,000 -38,250	-73%	-$177K	0.01%	236
2020 Q2	$136K	Sell	52,250 -109,100	-68%	-$272K	0.03%	247
2020 Q1	$329K	Hold	161,350	–	–	0.07%	201
2019 Q4	$650K	Sell	161,350 -197,850	-55%	-$907K	0.12%	154
2019 Q3	$1.59M	Buy	359,200 +183,350	+104%	+$735K	0.29%	70
2019 Q2	$753K	Buy	175,850 +3,000	+2%	+$16.1K	0.16%	136
2019 Q1	$1.19M	Buy	172,850 +11,000	+7%	+$76.1K	0.26%	95
2018 Q4	$957K	Buy	161,850 +99,850	+161%	+$719K	0.23%	103
2018 Q3	$439K	Buy	+62,000	New	+$501K	0.09%	167

Other funds holding PBI

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

Alpine Woods Capital Investors's PBI Position: Q4 2020 in Review

Alpine Woods Capital Investors sold out of Pitney Bowes (PBI) in Q4 2020, closing a stake of 14,000 shares — an estimated $74K sold.

Alpine Woods Capital Investors first reported a position in PBI in Q3 2018 and held it in 9 quarters. The position peaked at $1.59M in Q3 2019. 265 funds tracked by Wall St. Rank hold PBI as of Q4 2020.

Alpine Woods Capital Investors reported no remaining Pitney Bowes position as of Q4 2020 after selling out during the quarter.
Alpine Woods Capital Investors sold 14,000 Pitney Bowes shares in Q4 2020, an estimated $74K.
Alpine Woods Capital Investors first reported a position in Pitney Bowes in Q3 2018 and held it in 9 quarters.
Alpine Woods Capital Investors's Pitney Bowes position peaked at $1.59M in Q3 2019.
265 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2020.

Based on Alpine Woods Capital Investors's 13F filing for Q4 2020, filed 1 Feb 2021.