Jacobi Capital Management’s Pitney Bowes PBI Stock Holding History

Jacobi Capital 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
2021 Q4	–	Sell	-384	Closed	-$3K	–	1047
2021 Q3	$3K	Hold	384	–	–	﹤0.01%	1281
2021 Q2	$3K	Hold	384	–	–	﹤0.01%	1237
2021 Q1	$3K	Hold	384	–	–	﹤0.01%	1211
2020 Q4	$2K	Hold	384	–	–	﹤0.01%	1171
2020 Q3	$2K	Hold	384	–	–	﹤0.01%	1112
2020 Q2	$1K	Hold	384	–	–	﹤0.01%	1166
2020 Q1	$1K	Hold	384	–	–	﹤0.01%	1070
2019 Q4	$2K	Hold	384	–	–	﹤0.01%	964
2019 Q3	$2K	Hold	384	–	–	﹤0.01%	951
2019 Q2	$2K	Hold	384	–	–	﹤0.01%	941
2019 Q1	$3K	Hold	384	–	–	﹤0.01%	855
2018 Q4	$2K	Hold	384	–	–	﹤0.01%	864
2018 Q3	$3K	Hold	384	–	–	﹤0.01%	858
2018 Q2	$3K	Hold	384	–	–	﹤0.01%	889
2018 Q1	$4K	Hold	384	–	–	﹤0.01%	832
2017 Q4	$4K	Hold	384	–	–	﹤0.01%	804
2017 Q3	$5K	Hold	384	–	–	﹤0.01%	758
2017 Q2	$6K	Hold	384	–	–	﹤0.01%	648
2017 Q1	$5K	Hold	384	–	–	﹤0.01%	554
2016 Q4	$6K	Hold	384	–	–	﹤0.01%	485
2016 Q3	$7K	Buy	+384	New	+$7.05K	﹤0.01%	515

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

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

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

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

Jacobi Capital Management's PBI Position: Q4 2021 in Review

Jacobi Capital Management sold out of Pitney Bowes (PBI) in Q4 2021, closing a stake of 384 shares — an estimated $3K sold.

Jacobi Capital Management first reported a position in PBI in Q3 2016 and held it in 21 quarters. The position peaked at $7K in Q3 2016. 262 funds tracked by Wall St. Rank hold PBI as of Q4 2021.

Jacobi Capital Management reported no remaining Pitney Bowes position as of Q4 2021 after selling out during the quarter.
Jacobi Capital Management sold 384 Pitney Bowes shares in Q4 2021, an estimated $3K.
Jacobi Capital Management first reported a position in Pitney Bowes in Q3 2016 and held it in 21 quarters.
Jacobi Capital Management's Pitney Bowes position peaked at $7K in Q3 2016.
262 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.