Factorial Partners’s Pitney Bowes PBI Stock Holding History

Factorial Partners’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
2020 Q1	–	Sell	-163,000	Closed	-$702K	–	111
2019 Q4	$702K	Buy	163,000 +79,000	+94%	+$362K	0.32%	87
2019 Q3	$384K	Hold	84,000	–	–	0.37%	82
2019 Q2	$360K	Buy	84,000 +25,000	+42%	+$134K	0.34%	86
2019 Q1	$405K	Buy	+59,000	New	+$408K	0.38%	87

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

MVP

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

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

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Factorial Partners's PBI Position: Q1 2020 in Review

Factorial Partners sold out of Pitney Bowes (PBI) in Q1 2020, closing a stake of 163,000 shares — an estimated $702K sold.

Factorial Partners first reported a position in PBI in Q1 2019 and held it in 4 quarters. The position peaked at $702K in Q4 2019. 241 funds tracked by Wall St. Rank hold PBI as of Q1 2020.

Factorial Partners reported no remaining Pitney Bowes position as of Q1 2020 after selling out during the quarter.
Factorial Partners sold 163,000 Pitney Bowes shares in Q1 2020, an estimated $702K.
Factorial Partners first reported a position in Pitney Bowes in Q1 2019 and held it in 4 quarters.
Factorial Partners's Pitney Bowes position peaked at $702K in Q4 2019.
241 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2020.

Based on Factorial Partners's 13F filing for Q1 2020, filed 15 May 2020.