Lido Advisors’s Pitney Bowes PBI Stock Holding History

Lido Advisors’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
2023 Q2	–	Sell	-40,000	Closed	-$156K	–	1281
2023 Q1	$156K	Buy	+40,000	New	+$168K	﹤0.01%	1042

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

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

Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return

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

CCP

Clifford Capital Partners Alpine, Utah $600M AUM 19.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return

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

Lido Advisors's PBI Position: Q2 2023 in Review

Lido Advisors sold out of Pitney Bowes (PBI) in Q2 2023, closing a stake of 40,000 shares — an estimated $156K sold.

Lido Advisors first reported a position in PBI in Q1 2023 and held it in 1 quarter. The position peaked at $156K in Q1 2023. 235 funds tracked by Wall St. Rank hold PBI as of Q2 2023.

Lido Advisors reported no remaining Pitney Bowes position as of Q2 2023 after selling out during the quarter.
Lido Advisors sold 40,000 Pitney Bowes shares in Q2 2023, an estimated $156K.
Lido Advisors first reported a position in Pitney Bowes in Q1 2023 and held it in 1 quarter.
Lido Advisors's Pitney Bowes position peaked at $156K in Q1 2023.
235 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2023.

Based on Lido Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.