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Jefferies Group’s Pitney Bowes PBI Stock Holding History

Jefferies Group’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
-82,700
Closed -$596K – 1904
2021
Q3 		$596K Buy
+82,700
New +$648K ﹤0.01% 1170
2019
Q3 		– Sell
-45,011
Closed -$193K – 2947
2019
Q2 		$193K Buy
45,011
+32,040
+247% +$172K ﹤0.01% 2150
2019
Q1 		$89K Buy
+12,971
New +$89.7K ﹤0.01% 2134
2018
Q4 		– Sell
-250,798
Closed -$1.78M – 2453
2018
Q3 		$1.78M Buy
250,798
+160,798
+179% +$1.3M 0.01% 1041
2018
Q2 		$771K Buy
90,000
+61,351
+214% +$592K ﹤0.01% 1385
2018
Q1 		$312K Buy
+28,649
New +$355K ﹤0.01% 1780
2017
Q2 		– Sell
-11,888
Closed -$156K – 2470
2017
Q1 		$156K Buy
+11,888
New +$168K ﹤0.01% 2078
2016
Q4 		– Sell
-45,437
Closed -$825K – 2405
2016
Q3 		$825K Buy
45,437
+10,976
+32% +$201K ﹤0.01% 1372
2016
Q2 		$613K Buy
+34,461
New +$664K ﹤0.01% 1343
2015
Q4 		– Sell
-12,538
Closed -$249K – 2492
2015
Q3 		$249K Buy
12,538
+1,177
+10% +$24.2K ﹤0.01% 1854
2015
Q2 		$236K Buy
+11,361
New +$256K ﹤0.01% 1888
2015
Q1 		– Sell
-22,354
Closed -$545K – 2318
2014
Q4 		$545K Sell
22,354
-17,518
-44% -$428K ﹤0.01% 1246
2014
Q3 		$996K Buy
39,872
+21,723
+120% +$581K 0.01% 1011
2014
Q2 		$501K Buy
+18,149
New +$483K ﹤0.01% 1236
2013
Q3 		– Sell
-4,201
Closed -$62K – 2130
2013
Q2 		$62K Buy
+4,201
New +$62K ﹤0.01% 1682

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jefferies Group's PBI Position: Q4 2021 in Review

Jefferies Group sold out of Pitney Bowes (PBI) in Q4 2021, closing a stake of 82,700 shares — an estimated $596K sold.

Jefferies Group first reported a position in PBI in Q2 2013 and held it in 15 quarters. The position peaked at $1.78M in Q3 2018. 262 funds tracked by Wall St. Rank hold PBI as of Q4 2021.

  • Jefferies Group reported no remaining Pitney Bowes position as of Q4 2021 after selling out during the quarter.
  • Jefferies Group sold 82,700 Pitney Bowes shares in Q4 2021, an estimated $596K.
  • Jefferies Group first reported a position in Pitney Bowes in Q2 2013 and held it in 15 quarters.
  • Jefferies Group's Pitney Bowes position peaked at $1.78M in Q3 2018.
  • 262 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2021.

Based on Jefferies Group's 13F filing for Q4 2021, filed 14 Feb 2022.