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Dorsey & Whitney Trust’s Pitney Bowes PBI Stock Holding History

Dorsey & Whitney 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
2020
Q2 		– Sell
-14,991
Closed -$31K – 451
2020
Q1 		$31K Buy
+14,991
New +$51.4K 0.01% 398

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
LSV Asset Management
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
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Victory Capital Management
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

Dorsey & Whitney Trust's PBI Position: Q2 2020 in Review

Dorsey & Whitney Trust sold out of Pitney Bowes (PBI) in Q2 2020, closing a stake of 14,991 shares — an estimated $31K sold.

Dorsey & Whitney Trust first reported a position in PBI in Q1 2020 and held it in 1 quarter. The position peaked at $31K in Q1 2020. 210 funds tracked by Wall St. Rank hold PBI as of Q2 2020.

  • Dorsey & Whitney Trust reported no remaining Pitney Bowes position as of Q2 2020 after selling out during the quarter.
  • Dorsey & Whitney Trust sold 14,991 Pitney Bowes shares in Q2 2020, an estimated $31K.
  • Dorsey & Whitney Trust first reported a position in Pitney Bowes in Q1 2020 and held it in 1 quarter.
  • Dorsey & Whitney Trust's Pitney Bowes position peaked at $31K in Q1 2020.
  • 210 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2020.

Based on Dorsey & Whitney Trust's 13F filing for Q2 2020, filed 13 Aug 2020.