Parsec Financial Management’s Pitney Bowes PBI Stock Holding History

Parsec Financial Management’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 Q2	–	Sell	-40,000	Closed	-$330K	–	275
2021 Q1	$330K	Sell	40,000 -10,000	-20%	-$85.7K	0.02%	211
2020 Q4	$308K	Sell	50,000 -30,000	-38%	-$180K	0.02%	209
2020 Q3	$425K	Sell	80,000 -145,000	-64%	-$669K	0.03%	177
2020 Q2	$585K	Buy	225,000 +40,000	+22%	+$99.9K	0.04%	156
2020 Q1	$377K	Buy	185,000 +105,000	+131%	+$360K	0.03%	174
2019 Q4	$322K	Hold	80,000	–	–	0.02%	203
2019 Q3	$366K	Buy	+80,000	New	+$321K	0.02%	188
2019 Q2	–	Sell	-25,000	Closed	-$172K	–	247
2019 Q1	$172K	Buy	+25,000	New	+$173K	0.01%	228

Other funds holding PBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

SAM

Soviero Asset Management New York $200M AUM 134.59% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Parsec Financial Management's PBI Position: Q2 2021 in Review

Parsec Financial Management sold out of Pitney Bowes (PBI) in Q2 2021, closing a stake of 40,000 shares — an estimated $330K sold.

Parsec Financial Management first reported a position in PBI in Q1 2019 and held it in 8 quarters. The position peaked at $585K in Q2 2020. 248 funds tracked by Wall St. Rank hold PBI as of Q2 2021.

Parsec Financial Management reported no remaining Pitney Bowes position as of Q2 2021 after selling out during the quarter.
Parsec Financial Management sold 40,000 Pitney Bowes shares in Q2 2021, an estimated $330K.
Parsec Financial Management first reported a position in Pitney Bowes in Q1 2019 and held it in 8 quarters.
Parsec Financial Management's Pitney Bowes position peaked at $585K in Q2 2020.
248 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2021.

Based on Parsec Financial Management's 13F filing for Q2 2021, filed 26 Jul 2021.