Chevy Chase Trust
PBI icon

Chevy Chase Trust’s Pitney Bowes PBI Stock Holding History

Chevy Chase Trust’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
2017
Q1 		– Sell
-155,722
Closed -$2.37M – 667
2016
Q4 		$2.37M Buy
155,722
+353
+0.2% +$5.62K 0.01% 533
2016
Q3 		$2.82M Sell
155,369
-6,261
-4% -$115K 0.02% 524
2016
Q2 		$2.88M Sell
161,630
-506
-0.3% -$9.75K 0.02% 517
2016
Q1 		$3.49M Buy
162,136
+2,443
+2% +$46.4K 0.02% 506
2015
Q4 		$3.3M Sell
159,693
-2,845
-2% -$58.8K 0.02% 510
2015
Q3 		$3.23M Buy
162,538
+2,656
+2% +$54.5K 0.02% 514
2015
Q2 		$3.33M Buy
159,882
+1,548
+1% +$34.9K 0.02% 517
2015
Q1 		$3.69M Buy
158,334
+5,135
+3% +$120K 0.02% 516
2014
Q4 		$3.73M Sell
153,199
-2,851
-2% -$69.6K 0.02% 511
2014
Q3 		$3.9M Buy
156,050
+9,640
+7% +$258K 0.03% 510
2014
Q2 		$4.04M Buy
146,410
+691
+0.5% +$18.4K 0.03% 504
2014
Q1 		$3.79M Sell
145,719
-2,930
-2% -$72.3K 0.03% 493
2013
Q4 		$3.46M Buy
148,649
+6,226
+4% +$134K 0.03% 497
2013
Q3 		$2.59M Buy
142,423
+3,301
+2% +$54.1K 0.02% 524
2013
Q2 		$2.04M Buy
+139,122
New +$2.05M 0.02% 533

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return