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New Jersey Better Educational Savings Trust’s Pitney Bowes PBI Stock Holding History

New Jersey Better Educational Savings Trust’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
-16,200
Closed -$70.1K – 75
2024
Q1 		$70.1K Hold
16,200
– – 0.13% 94
2023
Q4 		$71.3K Hold
16,200
– – 0.15% 93
2023
Q3 		$48.9K Hold
16,200
– – 0.12% 79
2023
Q2 		$57.3K Hold
16,200
– – 0.14% 83
2023
Q1 		$63K Hold
16,200
– – 0.17% 77
2022
Q4 		$61.6K Hold
16,200
– – 0.18% 76
2022
Q3 		$38K Hold
16,200
– – 0.13% 65
2022
Q2 		$59K Hold
16,200
– – 0.19% 68
2022
Q1 		$84K Hold
16,200
– – 0.2% 82
2021
Q4 		$107K Hold
16,200
– – 0.24% 92
2021
Q3 		$117K Hold
16,200
– – 0.23% 96
2021
Q2 		$142K Hold
16,200
– – 0.28% 96
2021
Q1 		$133K Sell
16,200
-17,100
-51% -$147K 0.29% 92
2020
Q4 		$205K Hold
33,300
– – 0.38% 89
2020
Q3 		$177K Hold
33,300
– – 0.29% 90
2020
Q2 		$87K Hold
33,300
– – 0.16% 94
2020
Q1 		$68K Hold
33,300
– – 0.16% 78
2019
Q4 		$134K Sell
33,300
-1,700
-5% -$7.79K 0.23% 107
2019
Q3 		$160K Hold
35,000
– – 0.22% 140
2019
Q2 		$150K Buy
+35,000
New +$188K 0.2% 156
2019
Q1 		– Sell
-40,000
Closed -$236K – 190
2018
Q4 		$236K Sell
40,000
-5,000
-11% -$36K 0.3% 137
2018
Q3 		$319K Buy
45,000
+25,000
+125% +$202K 0.33% 128
2018
Q2 		$171K Buy
+20,000
New +$193K 0.19% 166
2017
Q4 		– Sell
-20,000
Closed -$280K – 188
2017
Q3 		$280K Buy
+20,000
New +$275K 0.24% 152
2017
Q2 		– Sell
-38,000
Closed -$498K – 192
2017
Q1 		$498K Buy
+38,000
New +$537K 0.44% 85

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State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CM
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PC
Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return

New Jersey Better Educational Savings Trust's PBI Position: Q2 2024 in Review

New Jersey Better Educational Savings Trust sold out of Pitney Bowes (PBI) in Q2 2024, closing a stake of 16,200 shares — an estimated $70.1K sold.

New Jersey Better Educational Savings Trust first reported a position in PBI in Q1 2017 and held it in 25 quarters. The position peaked at $498K in Q1 2017. 236 funds tracked by Wall St. Rank hold PBI as of Q2 2024.

  • New Jersey Better Educational Savings Trust reported no remaining Pitney Bowes position as of Q2 2024 after selling out during the quarter.
  • New Jersey Better Educational Savings Trust sold 16,200 Pitney Bowes shares in Q2 2024, an estimated $70.1K.
  • New Jersey Better Educational Savings Trust first reported a position in Pitney Bowes in Q1 2017 and held it in 25 quarters.
  • New Jersey Better Educational Savings Trust's Pitney Bowes position peaked at $498K in Q1 2017.
  • 236 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2024.

Based on New Jersey Better Educational Savings Trust's 13F filing for Q2 2024, filed 6 Aug 2024.