Occudo Quantitative Strategies’s Pitney Bowes PBI Stock Holding History

Occudo Quantitative Strategies’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
2025 Q2	–	Sell	-52,402	Closed	-$487K	–	834
2025 Q1	$487K	Buy	+52,402	New	+$475K	0.06%	368
2024 Q4	–	Sell	-26,445	Closed	-$189K	–	879
2024 Q3	$189K	Sell	26,445 -17,150	-39%	-$116K	0.03%	594
2024 Q2	$221K	Sell	43,595 -17,553	-29%	-$83.8K	0.04%	563
2024 Q1	$265K	Sell	61,148 -2,277	-4%	-$9.39K	0.05%	502
2023 Q4	$279K	Buy	+63,425	New	+$246K	0.04%	555
2023 Q3	–	Sell	-177,751	Closed	-$629K	–	1226
2023 Q2	$629K	Buy	+177,751	New	+$616K	0.07%	475
2021 Q3	–	Sell	-42,992	Closed	-$377K	–	1112
2021 Q2	$377K	Sell	42,992 -7,152	-14%	-$59.6K	0.06%	510
2021 Q1	$413K	Sell	50,144 -41,137	-45%	-$353K	0.09%	389
2020 Q4	$562K	Buy	+91,281	New	+$548K	0.18%	206

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

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

Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Occudo Quantitative Strategies's PBI Position: Q2 2025 in Review

Occudo Quantitative Strategies sold out of Pitney Bowes (PBI) in Q2 2025, closing a stake of 52,402 shares — an estimated $487K sold.

Occudo Quantitative Strategies first reported a position in PBI in Q4 2020 and held it in 9 quarters. The position peaked at $629K in Q2 2023. 317 funds tracked by Wall St. Rank hold PBI as of Q2 2025.

Occudo Quantitative Strategies reported no remaining Pitney Bowes position as of Q2 2025 after selling out during the quarter.
Occudo Quantitative Strategies sold 52,402 Pitney Bowes shares in Q2 2025, an estimated $487K.
Occudo Quantitative Strategies first reported a position in Pitney Bowes in Q4 2020 and held it in 9 quarters.
Occudo Quantitative Strategies's Pitney Bowes position peaked at $629K in Q2 2023.
317 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2025.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2025, filed 14 Aug 2025.