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Equitable Trust’s Pitney Bowes PBI Stock Holding History

Equitable 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
2025
Q1 		– Sell
-45,364
Closed -$328K – 481
2024
Q4 		$328K Sell
45,364
-15,232
-25% -$113K 0.02% 401
2024
Q3 		$432K Sell
60,596
-34,730
-36% -$234K 0.03% 340
2024
Q2 		$484K Sell
95,326
-24,067
-20% -$115K 0.03% 305
2024
Q1 		$517K Sell
119,393
-5,972
-5% -$24.6K 0.04% 297
2023
Q4 		$552K Buy
125,365
+2,541
+2% +$9.85K 0.04% 262
2023
Q3 		$371K Buy
122,824
+35,411
+41% +$121K 0.03% 311
2023
Q2 		$309K Buy
87,413
+7,759
+10% +$26.9K 0.02% 335
2023
Q1 		$310K Buy
79,654
+36,449
+84% +$153K 0.02% 326
2022
Q4 		$164K Buy
43,205
+21,615
+100% +$72.9K 0.01% 383
2022
Q3 		$50K Buy
21,590
+1,619
+8% +$5.2K ﹤0.01% 379
2022
Q2 		$72K Buy
19,971
+2,803
+16% +$12.8K 0.01% 390
2022
Q1 		$89K Hold
17,168
– – 0.01% 393
2021
Q4 		$114K Buy
17,168
+3,950
+30% +$28K 0.01% 370
2021
Q3 		$95K Buy
+13,218
New +$103K 0.01% 356

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
HCM
Hestia Capital Management Cranberry Township, Pennsylvania $111M AUM 21.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PC
Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Equitable Trust's PBI Position: Q1 2025 in Review

Equitable Trust sold out of Pitney Bowes (PBI) in Q1 2025, closing a stake of 45,364 shares — an estimated $328K sold.

Equitable Trust first reported a position in PBI in Q3 2021 and held it in 14 quarters. The position peaked at $552K in Q4 2023. 314 funds tracked by Wall St. Rank hold PBI as of Q1 2025.

  • Equitable Trust reported no remaining Pitney Bowes position as of Q1 2025 after selling out during the quarter.
  • Equitable Trust sold 45,364 Pitney Bowes shares in Q1 2025, an estimated $328K.
  • Equitable Trust first reported a position in Pitney Bowes in Q3 2021 and held it in 14 quarters.
  • Equitable Trust's Pitney Bowes position peaked at $552K in Q4 2023.
  • 314 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2025.

Based on Equitable Trust's 13F filing for Q1 2025, filed 25 Apr 2025.