Homrich & Berg’s Pitney Bowes PBI Stock Holding History

Homrich & Berg’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
2019 Q3	–	Sell	-12,495	Closed	-$53K	–	352
2019 Q2	$53K	Buy	+12,495	New	+$67.1K	﹤0.01%	341

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MVP

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

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

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

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

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

Homrich & Berg's PBI Position: Q3 2019 in Review

Homrich & Berg sold out of Pitney Bowes (PBI) in Q3 2019, closing a stake of 12,495 shares — an estimated $53K sold.

Homrich & Berg first reported a position in PBI in Q2 2019 and held it in 1 quarter. The position peaked at $53K in Q2 2019. 255 funds tracked by Wall St. Rank hold PBI as of Q3 2019.

Homrich & Berg reported no remaining Pitney Bowes position as of Q3 2019 after selling out during the quarter.
Homrich & Berg sold 12,495 Pitney Bowes shares in Q3 2019, an estimated $53K.
Homrich & Berg first reported a position in Pitney Bowes in Q2 2019 and held it in 1 quarter.
Homrich & Berg's Pitney Bowes position peaked at $53K in Q2 2019.
255 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2019.

Based on Homrich & Berg's 13F filing for Q3 2019, filed 5 Nov 2019.