Great Diamond Partners’s Pitney Bowes PBI Stock Holding History

Great Diamond Partners’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 Q1	–	Sell	-92	Closed	–	–	458
2019 Q4	$0	Buy	+92	New	+$422	﹤0.01%	677

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

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

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Great Diamond Partners's PBI Position: Q1 2020 in Review

Great Diamond Partners sold out of Pitney Bowes (PBI) in Q1 2020, closing a stake of 92 shares.

Great Diamond Partners first reported a position in PBI in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 241 funds tracked by Wall St. Rank hold PBI as of Q1 2020.

Great Diamond Partners reported no remaining Pitney Bowes position as of Q1 2020 after selling out during the quarter.
Great Diamond Partners sold 92 Pitney Bowes shares in Q1 2020.
Great Diamond Partners first reported a position in Pitney Bowes in Q4 2019 and held it in 1 quarter.
Great Diamond Partners's Pitney Bowes position peaked at $0 in Q4 2019.
241 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.