Bailard’s Pitney Bowes PBI Stock Holding History

Bailard’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
2025 Q1	–	Sell	-28,900	Closed	-$209K	–	820
2024 Q4	$209K	Sell	28,900 -16,900	-37%	-$126K	0.01%	680
2024 Q3	$327K	Buy	+45,800	New	+$309K	0.01%	551

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

HCM

Hestia Capital Management Cranberry Township, Pennsylvania $111M AUM 21.99% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Bailard's PBI Position: Q1 2025 in Review

Bailard sold out of Pitney Bowes (PBI) in Q1 2025, closing a stake of 28,900 shares — an estimated $209K sold.

Bailard first reported a position in PBI in Q3 2024 and held it in 2 quarters. The position peaked at $327K in Q3 2024. 314 funds tracked by Wall St. Rank hold PBI as of Q1 2025.

Bailard reported no remaining Pitney Bowes position as of Q1 2025 after selling out during the quarter.
Bailard sold 28,900 Pitney Bowes shares in Q1 2025, an estimated $209K.
Bailard first reported a position in Pitney Bowes in Q3 2024 and held it in 2 quarters.
Bailard's Pitney Bowes position peaked at $327K in Q3 2024.
314 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2025.

Based on Bailard's 13F filing for Q1 2025, filed 2 May 2025.