PM
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Penbrook Management’s Pitney Bowes PBI Stock Holding History

Penbrook 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
2025
Q4 		– Sell
-17,050
Closed -$195K – 106
2025
Q3 		$195K Sell
17,050
-29,125
-63% -$339K 0.14% 93
2025
Q2 		$450K Buy
46,175
+17,050
+59% +$160K 0.17% 87
2025
Q1 		$264K Buy
+29,125
New +$264K 0.2% 88

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HCM
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State Street
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Goldman Sachs
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LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PC
Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return