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Bogle Investment Management’s Pitney Bowes PBI Stock Holding History

Bogle 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
2021
Q1 		– Sell
-67,324
Closed -$415K – 79
2020
Q4 		$415K Buy
+67,324
New +$404K 0.66% 69
2020
Q1 		– Sell
-116,392
Closed -$469K – 334
2019
Q4 		$469K Buy
+116,392
New +$534K 0.04% 224
2014
Q2 		– Sell
-143,070
Closed -$3.72M – 367
2014
Q1 		$3.72M Buy
+143,070
New +$3.53M 0.26% 129

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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

Bogle Investment Management's PBI Position: Q1 2021 in Review

Bogle Investment Management sold out of Pitney Bowes (PBI) in Q1 2021, closing a stake of 67,324 shares — an estimated $415K sold.

Bogle Investment Management first reported a position in PBI in Q1 2014 and held it in 3 quarters. The position peaked at $3.72M in Q1 2014. 249 funds tracked by Wall St. Rank hold PBI as of Q1 2021.

  • Bogle Investment Management reported no remaining Pitney Bowes position as of Q1 2021 after selling out during the quarter.
  • Bogle Investment Management sold 67,324 Pitney Bowes shares in Q1 2021, an estimated $415K.
  • Bogle Investment Management first reported a position in Pitney Bowes in Q1 2014 and held it in 3 quarters.
  • Bogle Investment Management's Pitney Bowes position peaked at $3.72M in Q1 2014.
  • 249 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2021.

Based on Bogle Investment Management's 13F filing for Q1 2021.