CI Investments Inc
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CI Investments Inc’s Pitney Bowes PBI Stock Holding History

CI Investments Inc’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
Q2 		– Sell
-56,890
Closed -$469K – 1074
2021
Q1 		$469K Sell
56,890
-32,819
-37% -$281K ﹤0.01% 566
2020
Q4 		$553K Buy
89,709
+3,526
+4% +$21.2K ﹤0.01% 480
2020
Q3 		$458K Sell
86,183
-91,300
-51% -$421K ﹤0.01% 421
2020
Q2 		$461K Buy
177,483
+29,816
+20% +$74.5K ﹤0.01% 407
2020
Q1 		$301K Sell
147,667
-20,761
-12% -$71.2K ﹤0.01% 453
2019
Q4 		$679K Buy
168,428
+276
+0.2% +$1.26K ﹤0.01% 402
2019
Q3 		$768K Buy
+168,152
New +$674K ﹤0.01% 375

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Soviero Asset Management New York $200M AUM 134.59% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CI Investments Inc's PBI Position: Q2 2021 in Review

CI Investments Inc sold out of Pitney Bowes (PBI) in Q2 2021, closing a stake of 56,890 shares — an estimated $469K sold.

CI Investments Inc first reported a position in PBI in Q3 2019 and held it in 7 quarters. The position peaked at $768K in Q3 2019. 248 funds tracked by Wall St. Rank hold PBI as of Q2 2021.

  • CI Investments Inc reported no remaining Pitney Bowes position as of Q2 2021 after selling out during the quarter.
  • CI Investments Inc sold 56,890 Pitney Bowes shares in Q2 2021, an estimated $469K.
  • CI Investments Inc first reported a position in Pitney Bowes in Q3 2019 and held it in 7 quarters.
  • CI Investments Inc's Pitney Bowes position peaked at $768K in Q3 2019.
  • 248 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2021.

Based on CI Investments Inc's 13F filing for Q2 2021, filed 13 Aug 2021.