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James J. Burns & Company’s Pitney Bowes PBI Stock Holding History

James J. Burns & Company’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
2025
Q1 		– Sell
-18,587
Closed -$135K – 147
2024
Q4 		$135K Buy
18,587
+1,637
+10% +$12.2K 0.02% 145
2024
Q3 		$121K Buy
+16,950
New +$114K 0.02% 139

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
HCM
Hestia Capital Management Cranberry Township, Pennsylvania $111M AUM 21.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PC
Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

James J. Burns & Company's PBI Position: Q1 2025 in Review

James J. Burns & Company sold out of Pitney Bowes (PBI) in Q1 2025, closing a stake of 18,587 shares — an estimated $135K sold.

James J. Burns & Company first reported a position in PBI in Q3 2024 and held it in 2 quarters. The position peaked at $135K in Q4 2024. 314 funds tracked by Wall St. Rank hold PBI as of Q1 2025.

  • James J. Burns & Company reported no remaining Pitney Bowes position as of Q1 2025 after selling out during the quarter.
  • James J. Burns & Company sold 18,587 Pitney Bowes shares in Q1 2025, an estimated $135K.
  • James J. Burns & Company first reported a position in Pitney Bowes in Q3 2024 and held it in 2 quarters.
  • James J. Burns & Company's Pitney Bowes position peaked at $135K in Q4 2024.
  • 314 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2025.

Based on James J. Burns & Company's 13F filing for Q1 2025, filed 8 Apr 2025.