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K2 Principal Fund’s Pitney Bowes PBI Stock Holding History

K2 Principal Fund’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
Q1 		– Sell
-52,049
Closed -$321K – 343
2020
Q4 		$321K Buy
52,049
+41,570
+397% +$250K 0.03% 259
2020
Q3 		$56K Buy
+10,479
New +$48.4K 0.01% 238
2020
Q2 		– Sell
-11,816
Closed -$24K – 298
2020
Q1 		$24K Buy
+11,816
New +$40.5K ﹤0.01% 224

Other funds holding PBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

K2 Principal Fund's PBI Position: Q1 2021 in Review

K2 Principal Fund sold out of Pitney Bowes (PBI) in Q1 2021, closing a stake of 52,049 shares — an estimated $321K sold.

K2 Principal Fund first reported a position in PBI in Q1 2020 and held it in 3 quarters. The position peaked at $321K in Q4 2020. 249 funds tracked by Wall St. Rank hold PBI as of Q1 2021.

  • K2 Principal Fund reported no remaining Pitney Bowes position as of Q1 2021 after selling out during the quarter.
  • K2 Principal Fund sold 52,049 Pitney Bowes shares in Q1 2021, an estimated $321K.
  • K2 Principal Fund first reported a position in Pitney Bowes in Q1 2020 and held it in 3 quarters.
  • K2 Principal Fund's Pitney Bowes position peaked at $321K in Q4 2020.
  • 249 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2021.

Based on K2 Principal Fund's 13F filing for Q1 2021, filed 14 May 2021.