Ergoteles’s Pitney Bowes PBI Stock Holding History

Ergoteles’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	-43,164	Closed	-$168K	–	1393
2023 Q1	$168K	Buy	+43,164	New	+$181K	0.01%	1041
2022 Q3	–	Sell	-43,400	Closed	-$157K	–	1871
2022 Q2	$157K	Buy	+43,400	New	+$198K	﹤0.01%	1405

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

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

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

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

Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return

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

Ergoteles's PBI Position: Q2 2023 in Review

Ergoteles sold out of Pitney Bowes (PBI) in Q2 2023, closing a stake of 43,164 shares — an estimated $168K sold.

Ergoteles first reported a position in PBI in Q2 2022 and held it in 2 quarters. The position peaked at $168K in Q1 2023. 235 funds tracked by Wall St. Rank hold PBI as of Q2 2023.

Ergoteles reported no remaining Pitney Bowes position as of Q2 2023 after selling out during the quarter.
Ergoteles sold 43,164 Pitney Bowes shares in Q2 2023, an estimated $168K.
Ergoteles first reported a position in Pitney Bowes in Q2 2022 and held it in 2 quarters.
Ergoteles's Pitney Bowes position peaked at $168K in Q1 2023.
235 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2023.

Based on Ergoteles's 13F filing for Q2 2023, filed 14 Aug 2023.