Mendota Financial Group’s Pitney Bowes PBI Stock Holding History

Mendota Financial Group’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
2024 Q4	–	Sell	-15	Closed	-$107	–	931
2024 Q3	$107	Buy	+15	New	+$101	﹤0.01%	900

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

HCM

Hestia Capital Management Cranberry Township, Pennsylvania $111M AUM 21.99% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return

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

Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return

Mendota Financial Group's PBI Position: Q4 2024 in Review

Mendota Financial Group sold out of Pitney Bowes (PBI) in Q4 2024, closing a stake of 15 shares — an estimated $107 sold.

Mendota Financial Group first reported a position in PBI in Q3 2024 and held it in 1 quarter. The position peaked at $107 in Q3 2024. 284 funds tracked by Wall St. Rank hold PBI as of Q4 2024.

Mendota Financial Group reported no remaining Pitney Bowes position as of Q4 2024 after selling out during the quarter.
Mendota Financial Group sold 15 Pitney Bowes shares in Q4 2024, an estimated $107.
Mendota Financial Group first reported a position in Pitney Bowes in Q3 2024 and held it in 1 quarter.
Mendota Financial Group's Pitney Bowes position peaked at $107 in Q3 2024.
284 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.