LIA
PBI icon

LS Investment Advisors’s Pitney Bowes PBI Stock Holding History

LS Investment 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
2020
Q3 		– Sell
-5,657
Closed -$15K – 1256
2020
Q2 		$15K Hold
5,657
– – ﹤0.01% 1461
2020
Q1 		$12K Hold
5,657
– – ﹤0.01% 1503
2019
Q4 		$23K Hold
5,657
– – ﹤0.01% 1516
2019
Q3 		$26K Hold
5,657
– – ﹤0.01% 1470
2019
Q2 		$24K Sell
5,657
-4,294
-43% -$23K ﹤0.01% 1493
2019
Q1 		$68K Sell
9,951
-454
-4% -$3.14K ﹤0.01% 1213
2018
Q4 		$61K Sell
10,405
-334
-3% -$2.41K ﹤0.01% 1215
2018
Q3 		$76K Hold
10,739
– – ﹤0.01% 1205
2018
Q2 		$92K Hold
10,739
– – 0.01% 1159
2018
Q1 		$117K Sell
10,739
-1,749
-14% -$21.7K 0.01% 1075
2017
Q4 		$140K Sell
12,488
-7,393
-37% -$87.1K 0.01% 1047
2017
Q3 		$279K Sell
19,881
-740
-4% -$10.2K 0.02% 793
2017
Q2 		$311K Buy
20,621
+2,626
+15% +$38.4K 0.02% 730
2017
Q1 		$236K Buy
17,995
+4,000
+29% +$56.5K 0.02% 779
2016
Q4 		$213K Buy
13,995
+900
+7% +$14.3K 0.02% 783
2016
Q3 		$238K Buy
13,095
+106
+0.8% +$1.95K 0.02% 688
2016
Q2 		$231K Buy
12,989
+213
+2% +$4.11K 0.02% 688
2016
Q1 		$275K Buy
12,776
+77
+0.6% +$1.46K 0.02% 571
2015
Q4 		$262K Sell
12,699
-1,708
-12% -$35.3K 0.02% 574
2015
Q3 		$286K Buy
14,407
+1,988
+16% +$40.8K 0.02% 553
2015
Q2 		$258K Buy
12,419
+222
+2% +$5K 0.02% 571
2015
Q1 		$284K Buy
12,197
+313
+3% +$7.29K 0.02% 514
2014
Q4 		$290K Buy
11,884
+2,195
+23% +$53.6K 0.02% 512
2014
Q3 		$242K Buy
9,689
+16
+0.2% +$428 0.02% 514
2014
Q2 		$267K Sell
9,673
-491
-5% -$13.1K 0.02% 499
2014
Q1 		$264K Buy
10,164
+2,085
+26% +$51.4K 0.02% 499
2013
Q4 		$188K Sell
8,079
-1,063
-12% -$22.9K 0.02% 551
2013
Q3 		$166K Buy
9,142
+1,929
+27% +$31.6K 0.02% 249
2013
Q2 		$106K Buy
+7,213
New +$107K 0.01% 255

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
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Atom Investors Austin, Texas $1.4B AUM 23.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LS Investment Advisors's PBI Position: Q3 2020 in Review

LS Investment Advisors sold out of Pitney Bowes (PBI) in Q3 2020, closing a stake of 5,657 shares — an estimated $15K sold.

LS Investment Advisors first reported a position in PBI in Q2 2013 and held it in 29 quarters. The position peaked at $311K in Q2 2017. 240 funds tracked by Wall St. Rank hold PBI as of Q3 2020.

  • LS Investment Advisors reported no remaining Pitney Bowes position as of Q3 2020 after selling out during the quarter.
  • LS Investment Advisors sold 5,657 Pitney Bowes shares in Q3 2020, an estimated $15K.
  • LS Investment Advisors first reported a position in Pitney Bowes in Q2 2013 and held it in 29 quarters.
  • LS Investment Advisors's Pitney Bowes position peaked at $311K in Q2 2017.
  • 240 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2020.

Based on LS Investment Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.