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Performa Ltd (US)’s Pitney Bowes PBI Stock Holding History

Performa Ltd (US)’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
Q1 		– Sell
-20
Closed -$1.58K – 62
2024
Q4 		$1.58K Sell
20
-65
-76% -$483 ﹤0.01% 48
2024
Q3 		$6.32K Buy
85
+70
+467% +$472 ﹤0.01% 33
2024
Q2 		$1.4K Sell
15
-511
-97% -$2.44K ﹤0.01% 50
2024
Q1 		$4.28K Buy
526
+467
+792% +$1.93K ﹤0.01% 46
2023
Q4 		$5.34K Sell
59
-2,761
-98% -$10.7K ﹤0.01% 42
2023
Q3 		$13.1K Buy
2,820
+40
+1% +$137 0.01% 33
2023
Q2 		$14.1K Sell
2,780
-70
-2% -$243 0.01% 33
2023
Q1 		$17.3K Sell
2,850
-80
-3% -$336 0.01% 31
2022
Q4 		$21.1K Sell
2,930
-22,070
-88% -$74.4K 0.01% 31
2022
Q3 		$58K Buy
25,000
+23,000
+1,150% +$73.8K 0.04% 18
2022
Q2 		$7K Buy
2,000
+1,575
+371% +$7.18K 0.01% 36
2022
Q1 		$2K Buy
+425
New +$2.3K ﹤0.01% 50

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
HCM
Hestia Capital Management Cranberry Township, Pennsylvania $111M AUM 21.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PC
Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Performa Ltd (US)'s PBI Position: Q1 2025 in Review

Performa Ltd (US) sold out of Pitney Bowes (PBI) in Q1 2025, closing a stake of 20 shares — an estimated $1.58K sold.

Performa Ltd (US) first reported a position in PBI in Q1 2022 and held it in 12 quarters. The position peaked at $58K in Q3 2022. 314 funds tracked by Wall St. Rank hold PBI as of Q1 2025.

  • Performa Ltd (US) reported no remaining Pitney Bowes position as of Q1 2025 after selling out during the quarter.
  • Performa Ltd (US) sold 20 Pitney Bowes shares in Q1 2025, an estimated $1.58K.
  • Performa Ltd (US) first reported a position in Pitney Bowes in Q1 2022 and held it in 12 quarters.
  • Performa Ltd (US)'s Pitney Bowes position peaked at $58K in Q3 2022.
  • 314 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2025.

Based on Performa Ltd (US)'s 13F filing for Q1 2025, filed 9 May 2025.