HPM
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Hoxton Planning & Management’s Pitney Bowes PBI Stock Holding History

Hoxton Planning & Management’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
Q1 		– Sell
-10,488
Closed -$39.9K – 169
2022
Q4 		$39.9K Buy
+10,488
New +$35.4K 0.02% 155

Other funds holding PBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
PC
Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Hoxton Planning & Management's PBI Position: Q1 2023 in Review

Hoxton Planning & Management sold out of Pitney Bowes (PBI) in Q1 2023, closing a stake of 10,488 shares — an estimated $39.9K sold.

Hoxton Planning & Management first reported a position in PBI in Q4 2022 and held it in 1 quarter. The position peaked at $39.9K in Q4 2022. 261 funds tracked by Wall St. Rank hold PBI as of Q1 2023.

  • Hoxton Planning & Management reported no remaining Pitney Bowes position as of Q1 2023 after selling out during the quarter.
  • Hoxton Planning & Management sold 10,488 Pitney Bowes shares in Q1 2023, an estimated $39.9K.
  • Hoxton Planning & Management first reported a position in Pitney Bowes in Q4 2022 and held it in 1 quarter.
  • Hoxton Planning & Management's Pitney Bowes position peaked at $39.9K in Q4 2022.
  • 261 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2023.

Based on Hoxton Planning & Management's 13F filing for Q1 2023, filed 15 May 2023.