American Trust’s Pitney Bowes PBI Stock Holding History

American Trust’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
2022 Q1	–	Sell	-14,137	Closed	-$94K	–	528
2021 Q4	$94K	Buy	+14,137	New	+$100K	0.01%	368

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

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

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

American Trust's PBI Position: Q1 2022 in Review

American Trust sold out of Pitney Bowes (PBI) in Q1 2022, closing a stake of 14,137 shares — an estimated $94K sold.

American Trust first reported a position in PBI in Q4 2021 and held it in 1 quarter. The position peaked at $94K in Q4 2021. 258 funds tracked by Wall St. Rank hold PBI as of Q1 2022.

American Trust reported no remaining Pitney Bowes position as of Q1 2022 after selling out during the quarter.
American Trust sold 14,137 Pitney Bowes shares in Q1 2022, an estimated $94K.
American Trust first reported a position in Pitney Bowes in Q4 2021 and held it in 1 quarter.
American Trust's Pitney Bowes position peaked at $94K in Q4 2021.
258 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2022.

Based on American Trust's 13F filing for Q1 2022, filed 8 Jun 2022.