CX Institutional’s Pitney Bowes PBI Stock Holding History

CX Institutional’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
2020 Q2	–	Sell	-2,000	Closed	-$4K	–	865
2020 Q1	$4K	Hold	2,000	–	–	﹤0.01%	586
2019 Q4	$8K	Hold	2,000	–	–	﹤0.01%	470
2019 Q3	$9K	Hold	2,000	–	–	﹤0.01%	479
2019 Q2	$9K	Hold	2,000	–	–	﹤0.01%	508
2019 Q1	$14K	Hold	2,000	–	–	﹤0.01%	428
2018 Q4	$12K	Buy	+2,000	New	+$14.4K	﹤0.01%	346

Other funds holding PBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

CX Institutional's PBI Position: Q2 2020 in Review

CX Institutional sold out of Pitney Bowes (PBI) in Q2 2020, closing a stake of 2,000 shares — an estimated $4K sold.

CX Institutional first reported a position in PBI in Q4 2018 and held it in 6 quarters. The position peaked at $14K in Q1 2019. 210 funds tracked by Wall St. Rank hold PBI as of Q2 2020.

CX Institutional reported no remaining Pitney Bowes position as of Q2 2020 after selling out during the quarter.
CX Institutional sold 2,000 Pitney Bowes shares in Q2 2020, an estimated $4K.
CX Institutional first reported a position in Pitney Bowes in Q4 2018 and held it in 6 quarters.
CX Institutional's Pitney Bowes position peaked at $14K in Q1 2019.
210 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2020.

Based on CX Institutional's 13F filing for Q2 2020, filed 6 Aug 2020.