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Orion Portfolio Solutions’s Pitney Bowes PBI Stock Holding History

Orion Portfolio Solutions’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
Q2 		– Sell
-13,468
Closed -$52.4K – 1666
2023
Q1 		$52.4K Buy
+13,468
New +$56.6K ﹤0.01% 1543
2020
Q3 		– Sell
-62
Closed – – 1563
2020
Q2 		$0 Buy
+62
New +$155 ﹤0.01% 2386
2020
Q1 		– Sell
-7
Closed – – 2194
2019
Q4 		$0 Buy
+7
New +$32 ﹤0.01% 1908

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCP
Clifford Capital Partners Alpine, Utah $600M AUM 19.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PC
Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Orion Portfolio Solutions's PBI Position: Q2 2023 in Review

Orion Portfolio Solutions sold out of Pitney Bowes (PBI) in Q2 2023, closing a stake of 13,468 shares — an estimated $52.4K sold.

Orion Portfolio Solutions first reported a position in PBI in Q4 2019 and held it in 3 quarters. The position peaked at $52.4K in Q1 2023. 235 funds tracked by Wall St. Rank hold PBI as of Q2 2023.

  • Orion Portfolio Solutions reported no remaining Pitney Bowes position as of Q2 2023 after selling out during the quarter.
  • Orion Portfolio Solutions sold 13,468 Pitney Bowes shares in Q2 2023, an estimated $52.4K.
  • Orion Portfolio Solutions first reported a position in Pitney Bowes in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Pitney Bowes position peaked at $52.4K in Q1 2023.
  • 235 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2023.

Based on Orion Portfolio Solutions's 13F filing for Q2 2023, filed 14 Aug 2023.