McCarthy Asset Management’s Pitney Bowes PBI Stock Holding History

McCarthy Asset 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 Q1	–	Sell	-200	Closed	-$1K	–	339
2021 Q4	$1K	Hold	200	–	–	﹤0.01%	319
2021 Q3	$1K	Hold	200	–	–	﹤0.01%	329
2021 Q2	$2K	Hold	200	–	–	﹤0.01%	346
2021 Q1	$2K	Sell	200 -100	-33%	-$857	﹤0.01%	307
2020 Q4	$2K	Buy	+300	New	+$1.8K	﹤0.01%	283

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

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

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

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

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

McCarthy Asset Management's PBI Position: Q1 2022 in Review

McCarthy Asset Management sold out of Pitney Bowes (PBI) in Q1 2022, closing a stake of 200 shares — an estimated $1K sold.

McCarthy Asset Management first reported a position in PBI in Q4 2020 and held it in 5 quarters. The position peaked at $2K in Q2 2021. 258 funds tracked by Wall St. Rank hold PBI as of Q1 2022.

McCarthy Asset Management reported no remaining Pitney Bowes position as of Q1 2022 after selling out during the quarter.
McCarthy Asset Management sold 200 Pitney Bowes shares in Q1 2022, an estimated $1K.
McCarthy Asset Management first reported a position in Pitney Bowes in Q4 2020 and held it in 5 quarters.
McCarthy Asset Management's Pitney Bowes position peaked at $2K in Q2 2021.
258 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2022.

Based on McCarthy Asset Management's 13F filing for Q1 2022, filed 11 May 2022.