Paloma Partners’s Pitney Bowes PBI Stock Holding History

Paloma Partners’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 Q1	–	Sell	-227,000	Closed	-$1.4M	–	2281
2020 Q4	$1.4M	Sell	227,000 -717,600	-76%	-$4.31M	0.04%	466
2020 Q3	$5.02M	Buy	+944,600	New	+$4.36M	0.13%	142

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Paloma Partners's PBI Position: Q1 2022 in Review

Paloma Partners sold out of Pitney Bowes (PBI) in Q1 2022, closing a stake of 62,617 shares — an estimated $415K sold.

Paloma Partners first reported a position in PBI in Q2 2013 and held it in 25 quarters. The position peaked at $8.54M in Q4 2013. 258 funds tracked by Wall St. Rank hold PBI as of Q1 2022.

Paloma Partners reported no remaining Pitney Bowes position as of Q1 2022 after selling out during the quarter.
Paloma Partners sold 62,617 Pitney Bowes shares in Q1 2022, an estimated $415K.
Paloma Partners first reported a position in Pitney Bowes in Q2 2013 and held it in 25 quarters.
Paloma Partners's Pitney Bowes position peaked at $8.54M in Q4 2013.
258 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2022.

Based on Paloma Partners's 13F filing for Q1 2022, filed 16 May 2022.