Financial Gravity Asset Management’s Pitney Bowes PBI Stock Holding History

Financial Gravity Asset Management’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 Q4	$0	Buy	+2	New	+$12	﹤0.01%	626
2019 Q4	$4K	Sell	31 -141	-82%	-$646	﹤0.01%	1291
2019 Q3	$1K	Sell	172 -7,718	-98%	-$30.9K	﹤0.01%	1082
2019 Q2	$34K	Sell	7,890 -1,393	-15%	-$7.48K	0.03%	393
2019 Q1	$65K	Buy	+9,283	New	+$64.2K	0.05%	257
2018 Q3	$2K	Sell	306 -19	-6%	-$153	﹤0.01%	987
2018 Q2	$3K	Buy	325 +3	+0.9%	+$29	﹤0.01%	904
2018 Q1	$3K	Buy	+322	New	+$3.99K	﹤0.01%	869

Other funds holding PBI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return

Financial Gravity Asset Management's PBI Position: Q4 2020 in Review

Financial Gravity Asset Management opened a new position in Pitney Bowes (PBI) in Q4 2020: 2 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #626 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in PBI as recently as Q4 2019.

Financial Gravity Asset Management first reported a position in PBI in Q1 2018 and has held it in 8 quarters since. The position peaked at $65K in Q1 2019. 265 funds tracked by Wall St. Rank hold PBI as of Q4 2020.

Financial Gravity Asset Management held 2 shares of Pitney Bowes worth $0 as of Q4 2020.
Pitney Bowes was a new Financial Gravity Asset Management position in Q4 2020.
Pitney Bowes made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q4 2020, its #626 holding.
Financial Gravity Asset Management first reported a position in Pitney Bowes in Q1 2018 and has held it in 8 quarters since.
Financial Gravity Asset Management's Pitney Bowes position peaked at $65K in Q1 2019.
265 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2020.

Based on Financial Gravity Asset Management's 13F filing for Q4 2020, filed 16 Feb 2021.