Barrow, Hanley, Mewhinney & Strauss
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Barrow, Hanley, Mewhinney & Strauss’s Pitney Bowes PBI Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’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
2024
Q2 		– Sell
-2,550
Closed -$11K – 330
2024
Q1 		$11K Hold
2,550
– – ﹤0.01% 194
2023
Q4 		$11.2K Sell
2,550
-213
-8% -$826 ﹤0.01% 182
2023
Q3 		$8.34K Hold
2,763
– – ﹤0.01% 201
2023
Q2 		$9.78K Buy
2,763
+1,050
+61% +$3.64K ﹤0.01% 188
2023
Q1 		$6.66K Buy
1,713
+74
+5% +$311 ﹤0.01% 211
2022
Q4 		$6.23K Sell
1,639
-1,370
-46% -$4.62K ﹤0.01% 205
2022
Q3 		$7K Buy
3,009
+1,764
+142% +$5.66K ﹤0.01% 190
2022
Q2 		$5K Buy
+1,245
New +$5.67K ﹤0.01% 223
2020
Q2 		– Sell
-6,251
Closed -$13K – 377
2020
Q1 		$13K Buy
+6,251
New +$21.4K ﹤0.01% 343
2018
Q4 		– Sell
-743
Closed -$5K – 387
2018
Q3 		$5K Hold
743
– – ﹤0.01% 394
2018
Q2 		$6K Sell
743
-597
-45% -$5.76K ﹤0.01% 409
2018
Q1 		$15K Hold
1,340
– – ﹤0.01% 406
2017
Q4 		$15K Hold
1,340
– – ﹤0.01% 405
2017
Q3 		$19K Hold
1,340
– – ﹤0.01% 410
2017
Q2 		$20K Hold
1,340
– – ﹤0.01% 409
2017
Q1 		$18K Buy
+1,340
New +$18.9K ﹤0.01% 408

Other funds holding PBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
CM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PC
Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss's PBI Position: Q2 2024 in Review

Barrow, Hanley, Mewhinney & Strauss sold out of Pitney Bowes (PBI) in Q2 2024, closing a stake of 2,550 shares — an estimated $11K sold.

Barrow, Hanley, Mewhinney & Strauss first reported a position in PBI in Q1 2017 and held it in 16 quarters. The position peaked at $20K in Q2 2017. 236 funds tracked by Wall St. Rank hold PBI as of Q2 2024.

  • Barrow, Hanley, Mewhinney & Strauss reported no remaining Pitney Bowes position as of Q2 2024 after selling out during the quarter.
  • Barrow, Hanley, Mewhinney & Strauss sold 2,550 Pitney Bowes shares in Q2 2024, an estimated $11K.
  • Barrow, Hanley, Mewhinney & Strauss first reported a position in Pitney Bowes in Q1 2017 and held it in 16 quarters.
  • Barrow, Hanley, Mewhinney & Strauss's Pitney Bowes position peaked at $20K in Q2 2017.
  • 236 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2024.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q2 2024, filed 13 Aug 2024.