Essex Savings Bank’s Pitney Bowes PBI Stock Holding History

Essex Savings Bank’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
2019 Q3	–	Sell	-8,000	Closed	-$34K	–	473
2019 Q2	$34K	Hold	8,000	–	–	0.01%	502
2019 Q1	$55K	Hold	8,000	–	–	0.03%	281
2018 Q4	$47K	Buy	+8,000	New	+$57.6K	0.03%	299

Other funds holding PBI

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Essex Savings Bank's PBI Position: Q3 2019 in Review

Essex Savings Bank sold out of Pitney Bowes (PBI) in Q3 2019, closing a stake of 8,000 shares — an estimated $34K sold.

Essex Savings Bank first reported a position in PBI in Q4 2018 and held it in 3 quarters. The position peaked at $55K in Q1 2019. 255 funds tracked by Wall St. Rank hold PBI as of Q3 2019.

Essex Savings Bank reported no remaining Pitney Bowes position as of Q3 2019 after selling out during the quarter.
Essex Savings Bank sold 8,000 Pitney Bowes shares in Q3 2019, an estimated $34K.
Essex Savings Bank first reported a position in Pitney Bowes in Q4 2018 and held it in 3 quarters.
Essex Savings Bank's Pitney Bowes position peaked at $55K in Q1 2019.
255 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.