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D.A. Davidson & Co’s Pitney Bowes PBI Stock Holding History

D.A. Davidson & Co’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
2023
Q1 		– Sell
-11,707
Closed -$44.5K – 1397
2022
Q4 		$44.5K Hold
11,707
– – ﹤0.01% 1286
2022
Q3 		$27K Buy
+11,707
New +$37.6K ﹤0.01% 1264
2018
Q3 		– Sell
-21,100
Closed -$181K – 1188
2018
Q2 		$181K Sell
21,100
-1,000
-5% -$9.65K ﹤0.01% 1041
2018
Q1 		$241K Buy
22,100
+11,000
+99% +$136K 0.01% 929
2017
Q4 		$124K Hold
11,100
– – ﹤0.01% 1067
2017
Q3 		$155K Sell
11,100
-1,200
-10% -$16.5K ﹤0.01% 1045
2017
Q2 		$185K Buy
12,300
+2,300
+23% +$33.6K ﹤0.01% 989
2017
Q1 		$131K Buy
10,000
+2,002
+25% +$28.3K ﹤0.01% 1123
2016
Q4 		$121K Sell
7,998
-7,800
-49% -$124K ﹤0.01% 1216
2016
Q3 		$286K Hold
15,798
– – 0.01% 811
2016
Q2 		$281K Buy
15,798
+4,000
+34% +$77.1K 0.01% 729
2016
Q1 		$254K Sell
11,798
-100
-0.8% -$1.9K 0.01% 745
2015
Q4 		$245K Buy
11,898
+100
+0.8% +$2.07K 0.01% 776
2015
Q3 		$234K Hold
11,798
– – 0.01% 772
2015
Q2 		$245K Hold
11,798
– – 0.01% 802
2015
Q1 		$275K Hold
11,798
– – 0.01% 756
2014
Q4 		$287K Hold
11,798
– – 0.01% 753
2014
Q3 		$294K Sell
11,798
-1,400
-11% -$37.4K 0.01% 747
2014
Q2 		$364K Hold
13,198
– – 0.01% 683
2014
Q1 		$343K Sell
13,198
-7,416
-36% -$183K 0.01% 708
2013
Q4 		$480K Buy
20,614
+12,124
+143% +$261K 0.02% 591
2013
Q3 		$154K Sell
8,490
-1,400
-14% -$23K 0.01% 769
2013
Q2 		$145K Buy
+9,890
New +$146K 0.01% 761

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
PC
Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

D.A. Davidson & Co's PBI Position: Q1 2023 in Review

D.A. Davidson & Co sold out of Pitney Bowes (PBI) in Q1 2023, closing a stake of 11,707 shares — an estimated $44.5K sold.

D.A. Davidson & Co first reported a position in PBI in Q2 2013 and held it in 23 quarters. The position peaked at $480K in Q4 2013. 261 funds tracked by Wall St. Rank hold PBI as of Q1 2023.

  • D.A. Davidson & Co reported no remaining Pitney Bowes position as of Q1 2023 after selling out during the quarter.
  • D.A. Davidson & Co sold 11,707 Pitney Bowes shares in Q1 2023, an estimated $44.5K.
  • D.A. Davidson & Co first reported a position in Pitney Bowes in Q2 2013 and held it in 23 quarters.
  • D.A. Davidson & Co's Pitney Bowes position peaked at $480K in Q4 2013.
  • 261 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2023.

Based on D.A. Davidson & Co's 13F filing for Q1 2023, filed 25 Apr 2023.