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Consolidated Portfolio Review Corp’s Pitney Bowes PBI Stock Holding History

Consolidated Portfolio Review Corp’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
Q1 		– Sell
-503,953
Closed -$2.22M – 312
2023
Q4 		$2.22M Hold
503,953
– – 0.51% 57
2023
Q3 		$1.52M Sell
503,953
-122,973
-20% -$421K 0.37% 78
2023
Q2 		$2.22M Hold
626,926
– – 0.53% 51
2023
Q1 		$2.44M Buy
+626,926
New +$2.63M 0.66% 36

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CCP
Clifford Capital Partners Alpine, Utah $600M AUM 19.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 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

Consolidated Portfolio Review Corp's PBI Position: Q1 2024 in Review

Consolidated Portfolio Review Corp sold out of Pitney Bowes (PBI) in Q1 2024, closing a stake of 503,953 shares — an estimated $2.22M sold.

Consolidated Portfolio Review Corp first reported a position in PBI in Q1 2023 and held it in 4 quarters. The position peaked at $2.44M in Q1 2023. 247 funds tracked by Wall St. Rank hold PBI as of Q1 2024.

  • Consolidated Portfolio Review Corp reported no remaining Pitney Bowes position as of Q1 2024 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 503,953 Pitney Bowes shares in Q1 2024, an estimated $2.22M.
  • Consolidated Portfolio Review Corp first reported a position in Pitney Bowes in Q1 2023 and held it in 4 quarters.
  • Consolidated Portfolio Review Corp's Pitney Bowes position peaked at $2.44M in Q1 2023.
  • 247 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2024.

Based on Consolidated Portfolio Review Corp's 13F filing for Q1 2024, filed 30 Apr 2024.