LMR Partners’s Pitney Bowes PBI Stock Holding History

LMR Partners’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	-18,274	Closed	-$132K	–	1244
2021 Q3	$132K	Buy	18,274 +2,084	+13%	+$16.3K	﹤0.01%	951
2021 Q2	$142K	Buy	+16,190	New	+$135K	﹤0.01%	813
2020 Q1	–	Sell	-30,389	Closed	-$122	–	397
2019 Q4	$122	Buy	+30,389	New	+$139K	﹤0.01%	379
2019 Q3	–	Sell	-12,195	Closed	-$52K	–	496
2019 Q2	$52K	Buy	+12,195	New	+$65.5K	﹤0.01%	378
2018 Q4	–	Sell	-40,349	Closed	-$286K	–	450
2018 Q3	$286K	Buy	+40,349	New	+$326K	0.02%	263
2017 Q3	–	Sell	-22,738	Closed	-$343K	–	490
2017 Q2	$343K	Sell	22,738 -149,753	-87%	-$2.19M	0.02%	455
2017 Q1	$2.26M	Buy	+172,491	New	+$2.44M	0.22%	76
2016 Q2	–	Sell	-20,842	Closed	-$449	–	563
2016 Q1	$449	Buy	+20,842	New	+$396K	0.05%	286
2015 Q2	–	Sell	-13,564	Closed	-$316K	–	587
2015 Q1	$316K	Sell	13,564 -4,100	-23%	-$95.4K	0.04%	335
2014 Q4	$430K	Buy	+17,664	New	+$431K	0.06%	302
2014 Q3	–	Sell	-99,336	Closed	-$2.74M	–	444
2014 Q2	$2.74M	Buy	+99,336	New	+$2.65M	0.23%	119

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

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

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

LMR Partners's PBI Position: Q4 2021 in Review

LMR Partners sold out of Pitney Bowes (PBI) in Q4 2021, closing a stake of 18,274 shares — an estimated $132K sold.

LMR Partners first reported a position in PBI in Q2 2014 and held it in 11 quarters. The position peaked at $2.74M in Q2 2014. 262 funds tracked by Wall St. Rank hold PBI as of Q4 2021.

LMR Partners reported no remaining Pitney Bowes position as of Q4 2021 after selling out during the quarter.
LMR Partners sold 18,274 Pitney Bowes shares in Q4 2021, an estimated $132K.
LMR Partners first reported a position in Pitney Bowes in Q2 2014 and held it in 11 quarters.
LMR Partners's Pitney Bowes position peaked at $2.74M in Q2 2014.
262 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2021.

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