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Burney Company’s Pitney Bowes PBI Stock Holding History

Burney Company’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
-10,155
Closed -$63K – 574
2020
Q4 		$63K Buy
+10,155
New +$61K ﹤0.01% 517
2020
Q3 		– Sell
-10,225
Closed -$27K – 517
2020
Q2 		$27K Buy
+10,225
New +$25.5K ﹤0.01% 481
2018
Q2 		– Sell
-11,191
Closed -$122K – 452
2018
Q1 		$122K Sell
11,191
-3,760
-25% -$46.6K 0.01% 406
2017
Q4 		$167K Buy
14,951
+1,479
+11% +$17.4K 0.01% 427
2017
Q3 		$188K Hold
13,472
– – 0.01% 389
2017
Q2 		$206K Sell
13,472
-2,745
-17% -$40.1K 0.01% 379
2017
Q1 		$213K Sell
16,217
-9,645
-37% -$136K 0.01% 368
2016
Q4 		$393K Sell
25,862
-127,012
-83% -$2.02M 0.03% 283
2016
Q3 		$2.74M Sell
152,874
-2,467
-2% -$45.3K 0.19% 132
2016
Q2 		$2.77M Sell
155,341
-6,050
-4% -$117K 0.2% 127
2016
Q1 		$3.48M Sell
161,391
-6,200
-4% -$118K 0.25% 111
2015
Q4 		$3.44M Sell
167,591
-49,261
-23% -$1.02M 0.25% 107
2015
Q3 		$4.3M Sell
216,852
-6,930
-3% -$142K 0.33% 90
2015
Q2 		$4.66M Buy
223,782
+9,435
+4% +$213K 0.32% 93
2015
Q1 		$5M Buy
214,347
+6,404
+3% +$149K 0.34% 88
2014
Q4 		$5.07M Buy
207,943
+5,141
+3% +$126K 0.4% 80
2014
Q3 		$5.07M Buy
202,802
+2,991
+1% +$80K 0.43% 81
2014
Q2 		$5.52M Buy
199,811
+35,141
+21% +$936K 0.48% 70
2014
Q1 		$4.28M Buy
164,670
+55,622
+51% +$1.37M 0.39% 87
2013
Q4 		$2.54M Buy
109,048
+24,114
+28% +$519K 0.25% 112
2013
Q3 		$1.54M Buy
+84,934
New +$1.39M 0.17% 148

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

Burney Company's PBI Position: Q1 2021 in Review

Burney Company sold out of Pitney Bowes (PBI) in Q1 2021, closing a stake of 10,155 shares — an estimated $63K sold.

Burney Company first reported a position in PBI in Q3 2013 and held it in 21 quarters. The position peaked at $5.52M in Q2 2014. 249 funds tracked by Wall St. Rank hold PBI as of Q1 2021.

  • Burney Company reported no remaining Pitney Bowes position as of Q1 2021 after selling out during the quarter.
  • Burney Company sold 10,155 Pitney Bowes shares in Q1 2021, an estimated $63K.
  • Burney Company first reported a position in Pitney Bowes in Q3 2013 and held it in 21 quarters.
  • Burney Company's Pitney Bowes position peaked at $5.52M in Q2 2014.
  • 249 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2021.

Based on Burney Company's 13F filing for Q1 2021, filed 13 May 2021.