Gradient Investments’s Pitney Bowes PBI Stock Holding History

Gradient Investments’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
2023 Q3	–	Sell	-533	Closed	-$1.89K	–	1883
2023 Q2	$1.89K	Hold	533	–	–	﹤0.01%	1173
2023 Q1	$2.07K	Buy	+533	New	+$2.24K	﹤0.01%	1104
2021 Q2	–	Sell	-5	Closed	–	–	1233
2021 Q1	$0	Hold	5	–	–	﹤0.01%	1245
2020 Q4	$0	Hold	5	–	–	﹤0.01%	1163
2020 Q3	$0	Hold	5	–	–	﹤0.01%	1196
2020 Q2	$0	Hold	5	–	–	﹤0.01%	1162
2020 Q1	$0	Hold	5	–	–	﹤0.01%	1201
2019 Q4	$0	Hold	5	–	–	﹤0.01%	1193
2019 Q3	$0	Hold	5	–	–	﹤0.01%	1195
2019 Q2	$0	Hold	5	–	–	﹤0.01%	1063
2019 Q1	$0	Hold	5	–	–	﹤0.01%	968
2018 Q4	$0	Hold	5	–	–	﹤0.01%	1047
2018 Q3	$0	Hold	5	–	–	﹤0.01%	1035
2018 Q2	$0	Sell	5 -66	-93%	-$637	﹤0.01%	1102
2018 Q1	$1K	Hold	71	–	–	﹤0.01%	928
2017 Q4	$1K	Buy	+71	New	+$837	﹤0.01%	934
2017 Q3	–	Sell	-300	Closed	-$5K	–	566
2017 Q2	$5K	Sell	300 -461,361	-100%	-$6.74M	﹤0.01%	578
2017 Q1	$6.05M	Buy	+461,661	New	+$6.52M	0.46%	63
2016 Q2	–	Sell	-30	Closed	-$1K	–	766
2016 Q1	$1K	Buy	+30	New	+$570	﹤0.01%	685

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

Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return

CCP

Clifford Capital Partners Alpine, Utah $600M AUM 19.57% 1-Year Est. Return

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

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

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

Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return

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

Gradient Investments's PBI Position: Q3 2023 in Review

Gradient Investments sold out of Pitney Bowes (PBI) in Q3 2023, closing a stake of 533 shares — an estimated $1.89K sold.

Gradient Investments first reported a position in PBI in Q1 2016 and held it in 19 quarters. The position peaked at $6.05M in Q1 2017. 223 funds tracked by Wall St. Rank hold PBI as of Q3 2023.

Gradient Investments reported no remaining Pitney Bowes position as of Q3 2023 after selling out during the quarter.
Gradient Investments sold 533 Pitney Bowes shares in Q3 2023, an estimated $1.89K.
Gradient Investments first reported a position in Pitney Bowes in Q1 2016 and held it in 19 quarters.
Gradient Investments's Pitney Bowes position peaked at $6.05M in Q1 2017.
223 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2023.

Based on Gradient Investments's 13F filing for Q3 2023, filed 27 Oct 2023.