Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Pitney Bowes PBI Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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
2025 Q1	–	Sell	-182,400	Closed	-$1.32M	–	1214
2024 Q4	$1.32M	Buy	+182,400	New	+$1.36M	﹤0.01%	769
2023 Q4	–	Sell	-256,000	Closed	-$773K	–	1147
2023 Q3	$773K	Hold	256,000	–	–	﹤0.01%	739
2023 Q2	$906K	Sell	256,000 -65,000	-20%	-$225K	﹤0.01%	765
2023 Q1	$1.25M	Hold	321,000	–	–	0.01%	674
2022 Q4	$1.22M	Sell	321,000 -273,000	-46%	-$920K	0.01%	855
2022 Q3	$1.38M	Buy	594,000 +321,000	+118%	+$1.03M	0.01%	809
2022 Q2	$988K	Hold	273,000	–	–	﹤0.01%	963
2022 Q1	$1.42M	Hold	273,000	–	–	﹤0.01%	1029
2021 Q4	$1.81M	Hold	273,000	–	–	﹤0.01%	971
2021 Q3	$1.97M	Sell	273,000 -484,424	-64%	-$3.79M	﹤0.01%	859
2021 Q2	$6.64M	Buy	757,424 +179,100	+31%	+$1.49M	0.01%	535
2021 Q1	$4.76M	Sell	578,324 -28,176	-5%	-$242K	0.01%	505
2020 Q4	$3.74M	Buy	+606,500	New	+$3.64M	0.01%	580

Other funds holding PBI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HCM

Hestia Capital Management Cranberry Township, Pennsylvania $111M AUM 21.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Permit Capital West Conshohocken, Pennsylvania $357M AUM 38.71% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's PBI Position: Q1 2025 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold out of Pitney Bowes (PBI) in Q1 2025, closing a stake of 182,400 shares — an estimated $1.32M sold.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in PBI in Q4 2020 and held it in 13 quarters. The position peaked at $6.64M in Q2 2021. 314 funds tracked by Wall St. Rank hold PBI as of Q1 2025.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reported no remaining Pitney Bowes position as of Q1 2025 after selling out during the quarter.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 182,400 Pitney Bowes shares in Q1 2025, an estimated $1.32M.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in Pitney Bowes in Q4 2020 and held it in 13 quarters.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's Pitney Bowes position peaked at $6.64M in Q2 2021.
314 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2025.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q1 2025, filed 14 May 2025.