Heritage Financial Services’s Pitney Bowes PBI Stock Holding History

Heritage Financial Services’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 Q3	–	Sell	-544	Closed	-$1K	–	349
2022 Q2	$1K	Buy	+544	New	+$2.48K	﹤0.01%	473

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

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

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

Capital Management Glen Allen, Virginia $585M AUM 5.18% 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

Heritage Financial Services's PBI Position: Q3 2022 in Review

Heritage Financial Services sold out of Pitney Bowes (PBI) in Q3 2022, closing a stake of 544 shares — an estimated $1K sold.

Heritage Financial Services first reported a position in PBI in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 263 funds tracked by Wall St. Rank hold PBI as of Q3 2022.

Heritage Financial Services reported no remaining Pitney Bowes position as of Q3 2022 after selling out during the quarter.
Heritage Financial Services sold 544 Pitney Bowes shares in Q3 2022, an estimated $1K.
Heritage Financial Services first reported a position in Pitney Bowes in Q2 2022 and held it in 1 quarter.
Heritage Financial Services's Pitney Bowes position peaked at $1K in Q2 2022.
263 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.