Kinloch Capital’s Pitney Bowes PBI Stock Holding History

Kinloch 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
2021 Q1	–	Sell	-5,000	Closed	-$31K	–	160
2020 Q4	$31K	Buy	+5,000	New	+$30K	0.03%	130

Other funds holding PBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Kinloch Capital's PBI Position: Q1 2021 in Review

Kinloch Capital sold out of Pitney Bowes (PBI) in Q1 2021, closing a stake of 5,000 shares — an estimated $31K sold.

Kinloch Capital first reported a position in PBI in Q4 2020 and held it in 1 quarter. The position peaked at $31K in Q4 2020. 249 funds tracked by Wall St. Rank hold PBI as of Q1 2021.

Kinloch Capital reported no remaining Pitney Bowes position as of Q1 2021 after selling out during the quarter.
Kinloch Capital sold 5,000 Pitney Bowes shares in Q1 2021, an estimated $31K.
Kinloch Capital first reported a position in Pitney Bowes in Q4 2020 and held it in 1 quarter.
Kinloch Capital's Pitney Bowes position peaked at $31K in Q4 2020.
249 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2021.

Based on Kinloch Capital's 13F filing for Q1 2021, filed 11 May 2021.