EI
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Ellevest Inc’s Pitney Bowes PBI Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-1,094
Closed -$4.26K – 1253
2023
Q1 		$4.26K Buy
1,094
+37
+4% +$155 ﹤0.01% 1246
2022
Q4 		$4.02K Buy
1,057
+263
+33% +$886 ﹤0.01% 1239
2022
Q3 		$2K Buy
794
+707
+813% +$2.27K ﹤0.01% 1365
2022
Q2 		$0 Hold
87
– – ﹤0.01% 1608
2022
Q1 		$0 Hold
87
– – ﹤0.01% 1581
2021
Q4 		$1K Sell
87
-14
-14% -$99 ﹤0.01% 1313
2021
Q3 		$1K Sell
101
-30
-23% -$235 ﹤0.01% 1302
2021
Q2 		$1K Sell
131
-269
-67% -$2.24K ﹤0.01% 1182
2021
Q1 		$3K Hold
400
– – ﹤0.01% 1004
2020
Q4 		$2K Buy
+400
New +$2.4K ﹤0.01% 988

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
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCP
Clifford Capital Partners Alpine, Utah $600M AUM 19.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Ellevest Inc's PBI Position: Q2 2023 in Review

Ellevest Inc sold out of Pitney Bowes (PBI) in Q2 2023, closing a stake of 1,094 shares — an estimated $4.26K sold.

Ellevest Inc first reported a position in PBI in Q4 2020 and held it in 10 quarters. The position peaked at $4.26K in Q1 2023. 235 funds tracked by Wall St. Rank hold PBI as of Q2 2023.

  • Ellevest Inc reported no remaining Pitney Bowes position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 1,094 Pitney Bowes shares in Q2 2023, an estimated $4.26K.
  • Ellevest Inc first reported a position in Pitney Bowes in Q4 2020 and held it in 10 quarters.
  • Ellevest Inc's Pitney Bowes position peaked at $4.26K in Q1 2023.
  • 235 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.