M&R Capital Management’s Pitney Bowes PBI Stock Holding History

M&R Capital Management’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 Q3	–	Sell	-1,000	Closed	-$8K	–	425
2021 Q2	$8K	Buy	+1,000	New	+$8.34K	﹤0.01%	343
2021 Q1	–	Sell	-4,600	Closed	-$28K	–	431
2020 Q4	$28K	Buy	4,600 +2,600	+130%	+$15.6K	0.01%	273
2020 Q3	$10K	Hold	2,000	–	–	﹤0.01%	359
2020 Q2	$5K	Hold	2,000	–	–	﹤0.01%	408
2020 Q1	$4K	Hold	2,000	–	–	﹤0.01%	409
2019 Q4	$8K	Hold	2,000	–	–	﹤0.01%	404
2019 Q3	$9K	Hold	2,000	–	–	﹤0.01%	413
2019 Q2	$8K	Hold	2,000	–	–	﹤0.01%	422
2019 Q1	$14K	Hold	2,000	–	–	﹤0.01%	391
2018 Q4	$11K	Hold	2,000	–	–	﹤0.01%	405
2018 Q3	$14K	Hold	2,000	–	–	﹤0.01%	411
2018 Q2	$17K	Hold	2,000	–	–	﹤0.01%	390
2018 Q1	$21K	Hold	2,000	–	–	﹤0.01%	377
2017 Q4	$22K	Hold	2,000	–	–	0.01%	376
2017 Q3	$28K	Hold	2,000	–	–	0.01%	349
2017 Q2	$25K	Hold	2,000	–	–	0.01%	359
2017 Q1	$26K	Hold	2,000	–	–	0.01%	355
2016 Q4	$30K	Hold	2,000	–	–	0.01%	329
2016 Q3	$36K	Hold	2,000	–	–	0.01%	311
2016 Q2	$35K	Buy	+2,000	New	+$38.5K	0.01%	315

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

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

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

M&R Capital Management's PBI Position: Q3 2021 in Review

M&R Capital Management sold out of Pitney Bowes (PBI) in Q3 2021, closing a stake of 1,000 shares — an estimated $8K sold.

M&R Capital Management first reported a position in PBI in Q2 2016 and held it in 20 quarters. The position peaked at $36K in Q3 2016. 263 funds tracked by Wall St. Rank hold PBI as of Q3 2021.

M&R Capital Management reported no remaining Pitney Bowes position as of Q3 2021 after selling out during the quarter.
M&R Capital Management sold 1,000 Pitney Bowes shares in Q3 2021, an estimated $8K.
M&R Capital Management first reported a position in Pitney Bowes in Q2 2016 and held it in 20 quarters.
M&R Capital Management's Pitney Bowes position peaked at $36K in Q3 2016.
263 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2021.

Based on M&R Capital Management's 13F filing for Q3 2021, filed 5 Oct 2021.