CLA
PBI icon

Carnegie Lake Advisors’s Pitney Bowes PBI Stock Holding History

Carnegie Lake 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
2025
Q2 		– Sell
-13,900
Closed -$126K – 170
2025
Q1 		$126K Sell
13,900
-250
-2% -$2.27K 0.05% 155
2024
Q4 		$102K Sell
14,150
-825
-6% -$6.13K 0.04% 156
2024
Q3 		$107K Buy
+14,975
New +$101K 0.04% 154

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
HCM
Hestia Capital Management Cranberry Township, Pennsylvania $111M AUM 21.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PC
Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Carnegie Lake Advisors's PBI Position: Q2 2025 in Review

Carnegie Lake Advisors sold out of Pitney Bowes (PBI) in Q2 2025, closing a stake of 13,900 shares — an estimated $126K sold.

Carnegie Lake Advisors first reported a position in PBI in Q3 2024 and held it in 3 quarters. The position peaked at $126K in Q1 2025. 317 funds tracked by Wall St. Rank hold PBI as of Q2 2025.

  • Carnegie Lake Advisors reported no remaining Pitney Bowes position as of Q2 2025 after selling out during the quarter.
  • Carnegie Lake Advisors sold 13,900 Pitney Bowes shares in Q2 2025, an estimated $126K.
  • Carnegie Lake Advisors first reported a position in Pitney Bowes in Q3 2024 and held it in 3 quarters.
  • Carnegie Lake Advisors's Pitney Bowes position peaked at $126K in Q1 2025.
  • 317 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2025.

Based on Carnegie Lake Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.