MOTCO’s Pitney Bowes PBI Stock Holding History

MOTCO’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 Q2	–	Sell	-110	Closed	-$476	–	757
2024 Q1	$476	Buy	+110	New	+$454	﹤0.01%	660
2023 Q4	–	Sell	-145	Closed	-$438	–	793
2023 Q3	$438	Buy	+145	New	+$497	﹤0.01%	737
2015 Q4	–	Sell	-98	Closed	-$2K	–	532
2015 Q3	$2K	Buy	+98	New	+$2.01K	﹤0.01%	567

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

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

CCP

Clifford Capital Partners Alpine, Utah $600M AUM 19.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

MOTCO's PBI Position: Q2 2024 in Review

MOTCO sold out of Pitney Bowes (PBI) in Q2 2024, closing a stake of 110 shares — an estimated $476 sold.

MOTCO first reported a position in PBI in Q3 2015 and held it in 3 quarters. The position peaked at $2K in Q3 2015. 236 funds tracked by Wall St. Rank hold PBI as of Q2 2024.

MOTCO reported no remaining Pitney Bowes position as of Q2 2024 after selling out during the quarter.
MOTCO sold 110 Pitney Bowes shares in Q2 2024, an estimated $476.
MOTCO first reported a position in Pitney Bowes in Q3 2015 and held it in 3 quarters.
MOTCO's Pitney Bowes position peaked at $2K in Q3 2015.
236 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2024.

Based on MOTCO's 13F filing for Q2 2024, filed 7 Aug 2024.