Innealta Capital’s Pitney Bowes PBI Stock Holding History

Innealta Capital’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
2024 Q3	–	Sell	-181	Closed	-$919	–	1233
2024 Q2	$919	Buy	+181	New	+$864	﹤0.01%	1334

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return

CCP

Clifford Capital Partners Alpine, Utah $600M AUM 19.57% 1-Year Est. Return

Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return

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

Innealta Capital's PBI Position: Q3 2024 in Review

Innealta Capital sold out of Pitney Bowes (PBI) in Q3 2024, closing a stake of 181 shares — an estimated $919 sold.

Innealta Capital first reported a position in PBI in Q2 2024 and held it in 1 quarter. The position peaked at $919 in Q2 2024. 276 funds tracked by Wall St. Rank hold PBI as of Q3 2024.

Innealta Capital reported no remaining Pitney Bowes position as of Q3 2024 after selling out during the quarter.
Innealta Capital sold 181 Pitney Bowes shares in Q3 2024, an estimated $919.
Innealta Capital first reported a position in Pitney Bowes in Q2 2024 and held it in 1 quarter.
Innealta Capital's Pitney Bowes position peaked at $919 in Q2 2024.
276 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2024.

Based on Innealta Capital's 13F filing for Q3 2024, filed 29 Oct 2024.