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Bridgewater Associates’s Pitney Bowes PBI Stock Holding History

Bridgewater Associates’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
-52,380
Closed -$204K – 756
2023
Q1 		$204K Buy
+52,380
New +$220K ﹤0.01% 699
2019
Q1 		– Sell
-75,674
Closed -$447K – 455
2018
Q4 		$447K Buy
+75,674
New +$545K ﹤0.01% 417
2018
Q3 		– Sell
-22,663
Closed -$194K – 446
2018
Q2 		$194K Sell
22,663
-6,590
-23% -$63.6K ﹤0.01% 459
2018
Q1 		$319K Buy
+29,253
New +$362K ﹤0.01% 429
2017
Q3 		– Sell
-15,898
Closed -$240K – 370
2017
Q2 		$240K Buy
+15,898
New +$232K ﹤0.01% 318
2015
Q4 		– Sell
-34,400
Closed -$683K – 376
2015
Q3 		$683K Buy
+34,400
New +$706K 0.01% 283
2015
Q2 		– Sell
-8,800
Closed -$205K – 378
2015
Q1 		$205K Buy
+8,800
New +$205K ﹤0.01% 318

Other funds holding PBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $761B 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