CM
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Caption Management’s Pitney Bowes PBI Stock Holding History

Caption 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
-40,000
Closed -$247K – 1302
2020
Q4 		$247K Buy
+40,000
New +$240K 0.01% 820
2018
Q3 		– Sell
-50,000
Closed -$428K – 617
2018
Q2 		$428K Buy
+50,000
New +$483K 0.03% 329

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

Caption Management's PBI Position: Q1 2023 in Review

Caption Management sold out of Pitney Bowes (PBI) in Q1 2023, closing a stake of 45,000 shares — an estimated $171K sold.

Caption Management first reported a position in PBI in Q4 2017 and held it in 11 quarters. The position peaked at $4.55M in Q2 2021. 261 funds tracked by Wall St. Rank hold PBI as of Q1 2023.

  • Caption Management reported no remaining Pitney Bowes position as of Q1 2023 after selling out during the quarter.
  • Caption Management sold 45,000 Pitney Bowes shares in Q1 2023, an estimated $171K.
  • Caption Management first reported a position in Pitney Bowes in Q4 2017 and held it in 11 quarters.
  • Caption Management's Pitney Bowes position peaked at $4.55M in Q2 2021.
  • 261 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2023.

Based on Caption Management's 13F filing for Q1 2023, filed 15 May 2023.