AIM
PBI icon

Assured Investment Management’s Pitney Bowes PBI Stock Holding History

Assured Investment 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
2019
Q2 		– Sell
-99,246
Closed -$682K – 613
2019
Q1 		$682K Buy
99,246
+35,443
+56% +$245K 0.01% 485
2018
Q4 		$377K Buy
63,803
+40,492
+174% +$292K 0.01% 746
2018
Q3 		$165K Sell
23,311
-48,038
-67% -$388K ﹤0.01% 988
2018
Q2 		$611K Sell
71,349
-62,908
-47% -$607K 0.01% 756
2018
Q1 		$1.46M Buy
+134,257
New +$1.66M 0.03% 429
2017
Q3 		– Sell
-273,914
Closed -$4.14M – 666
2017
Q2 		$4.14M Buy
273,914
+118,091
+76% +$1.73M 0.09% 144
2017
Q1 		$2.04M Sell
155,823
-16,827
-10% -$238K 0.04% 166
2016
Q4 		$2.62M Buy
+172,650
New +$2.75M 0.05% 140
2016
Q1 		– Sell
-6,654
Closed -$137K – 700
2015
Q4 		$137K Buy
6,654
+1,901
+40% +$39.3K ﹤0.01% 519
2015
Q3 		$94K Sell
4,753
-10,892
-70% -$224K ﹤0.01% 556
2015
Q2 		$326K Sell
15,645
-13,207
-46% -$298K 0.01% 437
2015
Q1 		$673K Buy
+28,852
New +$672K 0.01% 201

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Assured Investment Management's PBI Position: Q2 2019 in Review

Assured Investment Management sold out of Pitney Bowes (PBI) in Q2 2019, closing a stake of 99,246 shares — an estimated $682K sold.

Assured Investment Management first reported a position in PBI in Q1 2015 and held it in 12 quarters. The position peaked at $4.14M in Q2 2017. 274 funds tracked by Wall St. Rank hold PBI as of Q2 2019.

  • Assured Investment Management reported no remaining Pitney Bowes position as of Q2 2019 after selling out during the quarter.
  • Assured Investment Management sold 99,246 Pitney Bowes shares in Q2 2019, an estimated $682K.
  • Assured Investment Management first reported a position in Pitney Bowes in Q1 2015 and held it in 12 quarters.
  • Assured Investment Management's Pitney Bowes position peaked at $4.14M in Q2 2017.
  • 274 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.