Mackay Shields LLC’s Pitney Bowes PBI Stock Holding History

Mackay Shields LLC’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 Q2	–	Sell	-56,039	Closed	-$462K	–	1146
2021 Q1	$462K	Buy	56,039 +29,239	+109%	+$251K	﹤0.01%	1229
2020 Q4	$165K	Sell	26,800 -179,300	-87%	-$1.08M	﹤0.01%	1436
2020 Q3	$1.09M	Buy	+206,100	New	+$951K	0.01%	1003
2018 Q3	–	Sell	-107,505	Closed	-$921K	–	1208
2018 Q2	$921K	Sell	107,505 -1,098,013	-91%	-$10.6M	0.01%	975
2018 Q1	$13.1M	Buy	+1,205,518	New	+$14.9M	0.08%	295

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

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

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

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

SAM

Soviero Asset Management New York $200M AUM 134.59% 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

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

Mackay Shields LLC's PBI Position: Q2 2021 in Review

Mackay Shields LLC sold out of Pitney Bowes (PBI) in Q2 2021, closing a stake of 56,039 shares — an estimated $462K sold.

Mackay Shields LLC first reported a position in PBI in Q1 2018 and held it in 5 quarters. The position peaked at $13.1M in Q1 2018. 248 funds tracked by Wall St. Rank hold PBI as of Q2 2021.

Mackay Shields LLC reported no remaining Pitney Bowes position as of Q2 2021 after selling out during the quarter.
Mackay Shields LLC sold 56,039 Pitney Bowes shares in Q2 2021, an estimated $462K.
Mackay Shields LLC first reported a position in Pitney Bowes in Q1 2018 and held it in 5 quarters.
Mackay Shields LLC's Pitney Bowes position peaked at $13.1M in Q1 2018.
248 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2021.

Based on Mackay Shields LLC's 13F filing for Q2 2021, filed 13 Aug 2021.