Edgestream Partners’s Pitney Bowes PBI Stock Holding History

Edgestream Partners’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
2022 Q4	–	Sell	-43,399	Closed	-$101K	–	602
2022 Q3	$101K	Sell	43,399 -214,322	-83%	-$688K	0.01%	433
2022 Q2	$933K	Sell	257,721 -70,466	-21%	-$321K	0.07%	334
2022 Q1	$1.71M	Buy	328,187 +160,340	+96%	+$869K	0.14%	244
2021 Q4	$1.11M	Buy	167,847 +23,838	+17%	+$169K	0.07%	300
2021 Q3	$1.04M	Sell	144,009 -369,775	-72%	-$2.9M	0.06%	318
2021 Q2	$4.51M	Sell	513,784 -391,429	-43%	-$3.26M	0.27%	135
2021 Q1	$7.46M	Buy	905,213 +776,484	+603%	+$6.66M	0.42%	72
2020 Q4	$793K	Buy	+128,729	New	+$773K	0.04%	306
2020 Q3	–	Sell	-55,045	Closed	-$143K	–	341
2020 Q2	$143K	Buy	55,045 +10,891	+25%	+$27.2K	0.01%	293
2020 Q1	$90K	Buy	44,154 +23,697	+116%	+$81.3K	0.01%	293
2019 Q4	$82K	Buy	+20,457	New	+$93.8K	﹤0.01%	309

Other funds holding PBI

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CCP

Clifford Capital Partners Alpine, Utah $600M AUM 19.57% 1-Year Est. Return

Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return

Edgestream Partners's PBI Position: Q4 2022 in Review

Edgestream Partners sold out of Pitney Bowes (PBI) in Q4 2022, closing a stake of 43,399 shares — an estimated $101K sold.

Edgestream Partners first reported a position in PBI in Q4 2019 and held it in 11 quarters. The position peaked at $7.46M in Q1 2021. 269 funds tracked by Wall St. Rank hold PBI as of Q4 2022.

Edgestream Partners reported no remaining Pitney Bowes position as of Q4 2022 after selling out during the quarter.
Edgestream Partners sold 43,399 Pitney Bowes shares in Q4 2022, an estimated $101K.
Edgestream Partners first reported a position in Pitney Bowes in Q4 2019 and held it in 11 quarters.
Edgestream Partners's Pitney Bowes position peaked at $7.46M in Q1 2021.
269 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2022.

Based on Edgestream Partners's 13F filing for Q4 2022, filed 13 Feb 2023.