First Mercantile Trust’s Pitney Bowes PBI Stock Holding History

First Mercantile 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
2021 Q3	$109K	Buy	15,105 +3,467	+30%	+$27.1K	0.01%	628
2021 Q2	$102K	Buy	11,638 +3,519	+43%	+$29.3K	0.01%	674
2021 Q1	$67K	Buy	+8,119	New	+$69.6K	0.01%	750
2014 Q4	–	Sell	-32,000	Closed	-$800K	–	1134
2014 Q3	$800K	Sell	32,000 -31,700	-50%	-$848K	0.06%	397
2014 Q2	$1.76M	Sell	63,700 -15,300	-19%	-$407K	0.14%	189
2014 Q1	$2.05M	Sell	79,000 -9,200	-10%	-$227K	0.15%	179
2013 Q4	$2.06M	Sell	88,200 -10,900	-11%	-$234K	0.16%	157
2013 Q3	$1.8M	Sell	99,100 -700	-0.7%	-$11.5K	0.15%	176
2013 Q2	$1.47M	Buy	+99,800	New	+$1.47M	0.13%	231

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

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

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

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

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

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

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

First Mercantile Trust's PBI Position: Q3 2021 in Review

First Mercantile Trust increased its Pitney Bowes (PBI) stake by 30% in Q3 2021, buying an estimated $27.1K and bringing the position to 15,105 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #628.

First Mercantile Trust first reported a position in PBI in Q2 2013 and has held it in 9 quarters since. The position peaked at $2.06M in Q4 2013. 263 funds tracked by Wall St. Rank hold PBI as of Q3 2021.

First Mercantile Trust held 15,105 shares of Pitney Bowes worth $109K as of Q3 2021.
First Mercantile Trust bought 3,467 Pitney Bowes shares in Q3 2021, an estimated $27.1K.
Pitney Bowes made up 0.01% of First Mercantile Trust's portfolio in Q3 2021, its #628 holding.
First Mercantile Trust first reported a position in Pitney Bowes in Q2 2013 and has held it in 9 quarters since.
First Mercantile Trust's Pitney Bowes position peaked at $2.06M in Q4 2013.
263 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2021.

Based on First Mercantile Trust's 13F filing for Q3 2021, filed 24 Nov 2021.