Anqa Management’s Pitney Bowes PBI Stock Holding History

Anqa 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
2023 Q3	$2.6M	Sell	861,016 -153,016	-15%	-$524K	3.91%	9
2023 Q2	$3.59M	Hold	1,014,032	–	–	4%	11
2023 Q1	$3.94M	Sell	1,014,032 -589,503	-37%	-$2.48M	5.52%	9
2022 Q4	$6.09M	Sell	1,603,535 -94,325	-6%	-$318K	9.22%	7
2022 Q3	$3.96M	Buy	1,697,860 +145,864	+9%	+$468K	4.25%	10
2022 Q2	$5.62M	Hold	1,551,996	–	–	6.06%	7
2022 Q1	$8.07M	Hold	1,551,996	–	–	9.2%	5
2021 Q4	$10.3M	Hold	1,551,996	–	–	11.99%	2
2021 Q3	$11.2M	Hold	1,551,996	–	–	12.34%	2
2021 Q2	$13.6M	Hold	1,551,996	–	–	14.89%	2
2021 Q1	$12.8M	Sell	1,551,996 -14,046	-0.9%	-$120K	16.19%	2
2020 Q4	$9.65M	Hold	1,566,042	–	–	13.03%	4
2020 Q3	$8.32M	Buy	+1,566,042	New	+$7.23M	12.84%	3

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

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

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

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

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

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

Anqa Management's PBI Position: Q3 2023 in Review

Anqa Management reduced its Pitney Bowes (PBI) stake by 15% in Q3 2023, selling an estimated $524K and leaving 861,016 shares worth $2.6M. The position accounts for 3.91% of the portfolio, ranked #9.

Anqa Management first reported a position in PBI in Q3 2020 and has held it in 13 quarters since. The position peaked at $13.6M in Q2 2021. 223 funds tracked by Wall St. Rank hold PBI as of Q3 2023.

Anqa Management held 861,016 shares of Pitney Bowes worth $2.6M as of Q3 2023.
Anqa Management sold 153,016 Pitney Bowes shares in Q3 2023, an estimated $524K.
Pitney Bowes made up 3.91% of Anqa Management's portfolio in Q3 2023, its #9 holding.
Anqa Management first reported a position in Pitney Bowes in Q3 2020 and has held it in 13 quarters since.
Anqa Management's Pitney Bowes position peaked at $13.6M in Q2 2021.
223 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2023.

Based on Anqa Management's 13F filing for Q3 2023, filed 13 Nov 2023.