Gemmer Asset Management’s Pitney Bowes PBI Stock Holding History

Gemmer 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
2022 Q2	–	Sell	-650	Closed	-$3K	–	837
2022 Q1	$3K	Buy	+650	New	+$3.52K	﹤0.01%	1102
2018 Q4	–	Sell	-1,000	Closed	-$7K	–	1412
2018 Q3	$7K	Buy	+1,000	New	+$8.08K	﹤0.01%	876
2017 Q2	–	Sell	-121	Closed	-$2K	–	1262
2017 Q1	$2K	Hold	121	–	–	﹤0.01%	1184
2016 Q4	$2K	Hold	121	–	–	﹤0.01%	1161
2016 Q3	$2K	Hold	121	–	–	﹤0.01%	1167
2016 Q2	$2K	Hold	121	–	–	﹤0.01%	1163
2016 Q1	$2K	Sell	121 -96	-44%	-$1.82K	﹤0.01%	1102
2015 Q4	$4K	Hold	217	–	–	﹤0.01%	923
2015 Q3	$4K	Hold	217	–	–	﹤0.01%	906
2015 Q2	$5K	Buy	217 +22	+11%	+$496	﹤0.01%	859
2015 Q1	$5K	Buy	195 +73	+60%	+$1.7K	﹤0.01%	904
2014 Q4	$3K	Hold	122	–	–	﹤0.01%	1050
2014 Q3	$3K	Hold	122	–	–	﹤0.01%	1051
2014 Q2	$3K	Hold	122	–	–	﹤0.01%	1077
2014 Q1	$3K	Buy	+122	New	+$3.01K	﹤0.01%	1062

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

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

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

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

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

Gemmer Asset Management's PBI Position: Q2 2022 in Review

Gemmer Asset Management sold out of Pitney Bowes (PBI) in Q2 2022, closing a stake of 650 shares — an estimated $3K sold.

Gemmer Asset Management first reported a position in PBI in Q1 2014 and held it in 15 quarters. The position peaked at $7K in Q3 2018. 270 funds tracked by Wall St. Rank hold PBI as of Q2 2022.

Gemmer Asset Management reported no remaining Pitney Bowes position as of Q2 2022 after selling out during the quarter.
Gemmer Asset Management sold 650 Pitney Bowes shares in Q2 2022, an estimated $3K.
Gemmer Asset Management first reported a position in Pitney Bowes in Q1 2014 and held it in 15 quarters.
Gemmer Asset Management's Pitney Bowes position peaked at $7K in Q3 2018.
270 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2022.

Based on Gemmer Asset Management's 13F filing for Q2 2022, filed 22 Jul 2022.