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Boundary Creek Advisors’s Pitney Bowes PBI Stock Holding History

Boundary Creek Advisors’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
2023
Q2 		– Sell
-550,200
Closed -$2.14M – 50
2023
Q1 		$2.14M Sell
550,200
-1,104,800
-67% -$4.64M 0.06% 35
2022
Q4 		$6.29M Sell
1,655,000
-80,400
-5% -$271K 0.19% 25
2022
Q3 		$4.04M Buy
1,735,400
+1,235,400
+247% +$3.96M 0.11% 38
2022
Q2 		$1.81M Buy
500,000
+250,000
+100% +$1.14M 0.11% 17
2022
Q1 		$1.3M Buy
+250,000
New +$1.35M 0.19% 17

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCP
Clifford Capital Partners Alpine, Utah $600M AUM 19.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PC
Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boundary Creek Advisors's PBI Position: Q4 2022 in Review

Boundary Creek Advisors sold out of Pitney Bowes (PBI) in Q4 2022, closing a stake of 1,288,119 shares — an estimated $4.34M sold.

Boundary Creek Advisors first reported a position in PBI in Q1 2022 and held it in 3 quarters. The position peaked at $3.08M in Q2 2022. 269 funds tracked by Wall St. Rank hold PBI as of Q4 2022.

  • Boundary Creek Advisors reported no remaining Pitney Bowes position as of Q4 2022 after selling out during the quarter.
  • Boundary Creek Advisors sold 1,288,119 Pitney Bowes shares in Q4 2022, an estimated $4.34M.
  • Boundary Creek Advisors first reported a position in Pitney Bowes in Q1 2022 and held it in 3 quarters.
  • Boundary Creek Advisors's Pitney Bowes position peaked at $3.08M in Q2 2022.
  • 269 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2022.

Based on Boundary Creek Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.