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Goelzer Investment Management’s Pitney Bowes PBI Stock Holding History

Goelzer Investment 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 		– Sell
-28,150
Closed -$149K – 237
2020
Q3 		$149K Sell
28,150
-150
-0.5% -$692 0.01% 245
2020
Q2 		$74K Buy
28,300
+1,800
+7% +$4.5K 0.01% 239
2020
Q1 		$54K Buy
26,500
+4,000
+18% +$13.7K 0.01% 237
2019
Q4 		$91K Buy
22,500
+3,000
+15% +$13.8K 0.01% 246
2019
Q3 		$89K Buy
19,500
+1,000
+5% +$4.01K 0.01% 250
2019
Q2 		$79K Buy
18,500
+2,500
+16% +$13.4K 0.01% 255
2019
Q1 		$110K Buy
+16,000
New +$111K 0.01% 266

Other funds holding PBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

Goelzer Investment Management's PBI Position: Q4 2020 in Review

Goelzer Investment Management sold out of Pitney Bowes (PBI) in Q4 2020, closing a stake of 28,150 shares — an estimated $149K sold.

Goelzer Investment Management first reported a position in PBI in Q1 2019 and held it in 7 quarters. The position peaked at $149K in Q3 2020. 265 funds tracked by Wall St. Rank hold PBI as of Q4 2020.

  • Goelzer Investment Management reported no remaining Pitney Bowes position as of Q4 2020 after selling out during the quarter.
  • Goelzer Investment Management sold 28,150 Pitney Bowes shares in Q4 2020, an estimated $149K.
  • Goelzer Investment Management first reported a position in Pitney Bowes in Q1 2019 and held it in 7 quarters.
  • Goelzer Investment Management's Pitney Bowes position peaked at $149K in Q3 2020.
  • 265 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2020.

Based on Goelzer Investment Management's 13F filing for Q4 2020, filed 12 Feb 2021.