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Bartlett & Co Wealth Management’s Pitney Bowes PBI Stock Holding History

Bartlett & Co Wealth 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
Q4 		– Sell
-600
Closed -$2.74K – 879
2019
Q3 		$2.74K Buy
+600
New +$2.4K ﹤0.01% 810

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
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
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bartlett & Co Wealth Management's PBI Position: Q4 2019 in Review

Bartlett & Co Wealth Management sold out of Pitney Bowes (PBI) in Q4 2019, closing a stake of 600 shares — an estimated $2.74K sold.

Bartlett & Co Wealth Management first reported a position in PBI in Q3 2019 and held it in 1 quarter. The position peaked at $2.74K in Q3 2019. 267 funds tracked by Wall St. Rank hold PBI as of Q4 2019.

  • Bartlett & Co Wealth Management reported no remaining Pitney Bowes position as of Q4 2019 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 600 Pitney Bowes shares in Q4 2019, an estimated $2.74K.
  • Bartlett & Co Wealth Management first reported a position in Pitney Bowes in Q3 2019 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Pitney Bowes position peaked at $2.74K in Q3 2019.
  • 267 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2019.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2024.