Marathon Capital Management’s Pitney Bowes PBI Stock Holding History

Marathon 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
2022 Q3	–	Sell	-60,000	Closed	-$217K	–	160
2022 Q2	$217K	Hold	60,000	–	–	0.07%	128
2022 Q1	$312K	Hold	60,000	–	–	0.09%	81
2021 Q4	$398K	Hold	60,000	–	–	0.09%	117
2021 Q3	$433K	Hold	60,000	–	–	0.1%	116
2021 Q2	$526K	Hold	60,000	–	–	0.12%	94
2021 Q1	$494K	Sell	60,000 -600	-1%	-$5.14K	0.13%	90
2020 Q4	$373K	Hold	60,600	–	–	0.11%	102
2020 Q3	$321K	Sell	60,600 -22,400	-27%	-$103K	0.12%	96
2020 Q2	$158K	Buy	+83,000	New	+$207K	0.06%	124

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

D.E. Shaw & Co New York $166B AUM 43.98% 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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Marathon Capital Management's PBI Position: Q3 2022 in Review

Marathon Capital Management sold out of Pitney Bowes (PBI) in Q3 2022, closing a stake of 60,000 shares — an estimated $217K sold.

Marathon Capital Management first reported a position in PBI in Q2 2020 and held it in 9 quarters. The position peaked at $526K in Q2 2021. 263 funds tracked by Wall St. Rank hold PBI as of Q3 2022.

Marathon Capital Management reported no remaining Pitney Bowes position as of Q3 2022 after selling out during the quarter.
Marathon Capital Management sold 60,000 Pitney Bowes shares in Q3 2022, an estimated $217K.
Marathon Capital Management first reported a position in Pitney Bowes in Q2 2020 and held it in 9 quarters.
Marathon Capital Management's Pitney Bowes position peaked at $526K in Q2 2021.
263 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2022.

Based on Marathon Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.