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Edmond de Rothschild Holding’s Pitney Bowes PBI Stock Holding History

Edmond de Rothschild Holding’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
Q3 		– Sell
-5,000
Closed -$18K – 852
2022
Q2 		$18K Buy
+5,000
New +$22.8K ﹤0.01% 736
2016
Q1 		– Sell
-2,165
Closed -$45K – 843
2015
Q4 		$45K Hold
2,165
– – ﹤0.01% 649
2015
Q3 		$43K Hold
2,165
– – ﹤0.01% 641
2015
Q2 		$45K Buy
+2,165
New +$48.8K ﹤0.01% 649

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Edmond de Rothschild Holding's PBI Position: Q3 2022 in Review

Edmond de Rothschild Holding sold out of Pitney Bowes (PBI) in Q3 2022, closing a stake of 5,000 shares — an estimated $18K sold.

Edmond de Rothschild Holding first reported a position in PBI in Q2 2015 and held it in 4 quarters. The position peaked at $45K in Q4 2015. 263 funds tracked by Wall St. Rank hold PBI as of Q3 2022.

  • Edmond de Rothschild Holding reported no remaining Pitney Bowes position as of Q3 2022 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 5,000 Pitney Bowes shares in Q3 2022, an estimated $18K.
  • Edmond de Rothschild Holding first reported a position in Pitney Bowes in Q2 2015 and held it in 4 quarters.
  • Edmond de Rothschild Holding's Pitney Bowes position peaked at $45K in Q4 2015.
  • 263 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2022.

Based on Edmond de Rothschild Holding's 13F filing for Q3 2022, filed 9 Nov 2022.