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Camelot Portfolios’s Pitney Bowes PBI Stock Holding History

Camelot Portfolios’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
2024
Q3 		– Sell
-20,000
Closed -$102K – 435
2024
Q2 		$102K Buy
+20,000
New +$95.5K 0.06% 247
2024
Q1 		– Sell
-20,000
Closed -$88K – 186
2023
Q4 		$88K Buy
20,000
+5,000
+33% +$19.4K 0.05% 205
2023
Q3 		$45.3K Sell
15,000
-20,000
-57% -$68.5K 0.04% 139
2023
Q2 		$124K Buy
35,000
+18,207
+108% +$63.1K 0.08% 181
2023
Q1 		$65.3K Sell
16,793
-731
-4% -$3.07K 0.05% 177
2022
Q4 		$66.6K Sell
17,524
-48,686
-74% -$164K 0.05% 172
2022
Q3 		$154K Sell
66,210
-23,233
-26% -$74.6K 0.14% 136
2022
Q2 		$324K Sell
89,443
-6,983
-7% -$31.8K 0.19% 145
2022
Q1 		$501K Buy
96,426
+10,532
+12% +$57.1K 0.25% 116
2021
Q4 		$569K Buy
85,894
+40,228
+88% +$285K 0.23% 141
2021
Q3 		$329K Buy
45,666
+4,701
+11% +$36.8K 0.17% 157
2021
Q2 		$359K Buy
+40,965
New +$342K 0.14% 173
2014
Q2 		– Sell
-18,462
Closed -$480K – 161
2014
Q1 		$480K Sell
18,462
-14,044
-43% -$346K 0.32% 86
2013
Q4 		$757K Buy
32,506
+477
+1% +$10.3K 0.49% 63
2013
Q3 		$583K Buy
32,029
+1,870
+6% +$30.7K 0.43% 70
2013
Q2 		$443K Buy
+30,159
New +$445K 0.34% 83

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PC
Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return
CCP
Clifford Capital Partners Alpine, Utah $600M AUM 19.57% 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

Camelot Portfolios's PBI Position: Q3 2024 in Review

Camelot Portfolios sold out of Pitney Bowes (PBI) in Q3 2024, closing a stake of 20,000 shares — an estimated $102K sold.

Camelot Portfolios first reported a position in PBI in Q2 2013 and held it in 16 quarters. The position peaked at $757K in Q4 2013. 276 funds tracked by Wall St. Rank hold PBI as of Q3 2024.

  • Camelot Portfolios reported no remaining Pitney Bowes position as of Q3 2024 after selling out during the quarter.
  • Camelot Portfolios sold 20,000 Pitney Bowes shares in Q3 2024, an estimated $102K.
  • Camelot Portfolios first reported a position in Pitney Bowes in Q2 2013 and held it in 16 quarters.
  • Camelot Portfolios's Pitney Bowes position peaked at $757K in Q4 2013.
  • 276 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2024.

Based on Camelot Portfolios's 13F filing for Q3 2024, filed 12 Nov 2024.