MinichMacGregor Wealth Management’s Pitney Bowes PBI Stock Holding History

MinichMacGregor Wealth 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
2023 Q1	–	Sell	-180	Closed	-$684	–	473
2022 Q4	$684	Buy	+180	New	+$607	﹤0.01%	656
2018 Q4	–	Sell	-180	Closed	-$1K	–	371
2018 Q3	$1K	Hold	180	–	–	﹤0.01%	491
2018 Q2	$1K	Hold	180	–	–	﹤0.01%	497
2018 Q1	$1K	Hold	180	–	–	﹤0.01%	479
2017 Q4	$2K	Hold	180	–	–	﹤0.01%	420
2017 Q3	$2K	Hold	180	–	–	﹤0.01%	399
2017 Q2	$2K	Hold	180	–	–	﹤0.01%	391
2017 Q1	$2K	Hold	180	–	–	﹤0.01%	385
2016 Q4	$2K	Hold	180	–	–	﹤0.01%	385
2016 Q3	$3K	Hold	180	–	–	﹤0.01%	365
2016 Q2	$3K	Hold	180	–	–	﹤0.01%	352
2016 Q1	$3K	Hold	180	–	–	﹤0.01%	344
2015 Q4	$3K	Buy	+180	New	+$3.72K	﹤0.01%	314

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

MinichMacGregor Wealth Management's PBI Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Pitney Bowes (PBI) in Q1 2023, closing a stake of 180 shares — an estimated $684 sold.

MinichMacGregor Wealth Management first reported a position in PBI in Q4 2015 and held it in 13 quarters. The position peaked at $3K in Q3 2016. 261 funds tracked by Wall St. Rank hold PBI as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Pitney Bowes position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 180 Pitney Bowes shares in Q1 2023, an estimated $684.
MinichMacGregor Wealth Management first reported a position in Pitney Bowes in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's Pitney Bowes position peaked at $3K in Q3 2016.
261 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.