PCP
STMP

P2 Capital Partners’s Stamps.com, Inc. STMP Stock Holding History

P2 Capital Partners’s Portfolio STMP Stock Details STMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-245,000
Closed -$38.1M – 18
2018
Q4 		$38.1M Buy
245,000
+88,500
+57% +$15.8M 3.85% 14
2018
Q3 		$35.4M Sell
156,500
-43,500
-22% -$10.9M 3.18% 14
2018
Q2 		$50.6M Sell
200,000
-300,000
-60% -$72.3M 5.13% 10
2018
Q1 		$101M Sell
500,000
-132,914
-21% -$26M 9.78% 5
2017
Q4 		$119M Buy
632,914
+192,914
+44% +$37.3M 14.04% 1
2017
Q3 		$89.2M Sell
440,000
-115,500
-21% -$21.2M 10.43% 3
2017
Q2 		$86M Sell
555,500
-160,675
-22% -$20.2M 10.01% 4
2017
Q1 		$84.8M Buy
716,175
+125,000
+21% +$15.4M 11.9% 4
2016
Q4 		$67.8M Buy
+591,175
New +$61.5M 8.9% 5

Other funds holding STMP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SI
SQN Investors Menlo Park, California $12.8M AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HAM
HHR Asset Management Berkeley Heights, New Jersey $552M AUM 15.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

P2 Capital Partners's STMP Position: Q1 2019 in Review

P2 Capital Partners sold out of Stamps.com, Inc. (STMP) in Q1 2019, closing a stake of 245,000 shares — an estimated $38.1M sold.

P2 Capital Partners first reported a position in STMP in Q4 2016 and held it in 9 quarters. The position peaked at $119M in Q4 2017. 251 funds tracked by Wall St. Rank hold STMP as of Q1 2019.

  • P2 Capital Partners reported no remaining Stamps.com, Inc. position as of Q1 2019 after selling out during the quarter.
  • P2 Capital Partners sold 245,000 Stamps.com, Inc. shares in Q1 2019, an estimated $38.1M.
  • P2 Capital Partners first reported a position in Stamps.com, Inc. in Q4 2016 and held it in 9 quarters.
  • P2 Capital Partners's Stamps.com, Inc. position peaked at $119M in Q4 2017.
  • 251 funds tracked by Wall St. Rank held Stamps.com, Inc. as of Q1 2019.

Based on P2 Capital Partners's 13F filing for Q1 2019, filed 15 May 2019.