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Next Financial Group’s Pitney Bowes PBI Stock Holding History

Next 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
2021
Q4 		$1K Buy
+158
New +$1.12K ﹤0.01% 2778
2018
Q1 		– Sell
-11,005
Closed -$123K – 418
2017
Q4 		$123K Buy
11,005
+10,517
+2,155% +$124K 0.05% 266
2017
Q3 		$7K Hold
488
– – ﹤0.01% 1336
2017
Q2 		$7K Sell
488
-89
-15% -$1.3K ﹤0.01% 1452
2017
Q1 		$8K Sell
577
-136
-19% -$1.92K ﹤0.01% 1364
2016
Q4 		$11K Sell
713
-400
-36% -$6.37K ﹤0.01% 1611
2016
Q3 		$20K Buy
1,113
+625
+128% +$11.5K ﹤0.01% 1363
2016
Q2 		$8K Hold
488
– – ﹤0.01% 1279
2016
Q1 		$10K Hold
488
– – ﹤0.01% 1164
2015
Q4 		$10K Sell
488
-600
-55% -$12.4K ﹤0.01% 1176
2015
Q3 		$21K Hold
1,088
– – 0.01% 934
2015
Q2 		$22K Sell
1,088
-300
-22% -$6.76K 0.01% 972
2015
Q1 		$32K Hold
1,388
– – 0.01% 820
2014
Q4 		$34K Sell
1,388
-1,695
-55% -$41.4K 0.01% 798
2014
Q3 		$77K Buy
3,083
+2,883
+1,442% +$77.1K 0.02% 753
2014
Q2 		$5K Buy
+200
New +$5.33K ﹤0.01% 932

Other funds holding PBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Next Financial Group's PBI Position: Q4 2021 in Review

Next Financial Group opened a new position in Pitney Bowes (PBI) in Q4 2021: 158 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2778 among its holdings. This is a return to the name: Next Financial Group previously reported a position in PBI as recently as Q4 2017.

Next Financial Group first reported a position in PBI in Q2 2014 and has held it in 16 quarters since. The position peaked at $123K in Q4 2017. 262 funds tracked by Wall St. Rank hold PBI as of Q4 2021.

  • Next Financial Group held 158 shares of Pitney Bowes worth $1K as of Q4 2021.
  • Pitney Bowes was a new Next Financial Group position in Q4 2021.
  • Pitney Bowes made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2778 holding.
  • Next Financial Group first reported a position in Pitney Bowes in Q2 2014 and has held it in 16 quarters since.
  • Next Financial Group's Pitney Bowes position peaked at $123K in Q4 2017.
  • 262 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.