Pineridge Advisors’s Pitney Bowes PBI Stock Holding History

Pineridge Advisors’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
2024 Q1	–	Sell	-71	Closed	-$312	–	771
2023 Q4	$312	Buy	+71	New	+$275	﹤0.01%	765

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

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

CCP

Clifford Capital Partners Alpine, Utah $600M AUM 19.57% 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

Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return

Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return

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

Pineridge Advisors's PBI Position: Q1 2024 in Review

Pineridge Advisors sold out of Pitney Bowes (PBI) in Q1 2024, closing a stake of 71 shares — an estimated $312 sold.

Pineridge Advisors first reported a position in PBI in Q4 2023 and held it in 1 quarter. The position peaked at $312 in Q4 2023. 247 funds tracked by Wall St. Rank hold PBI as of Q1 2024.

Pineridge Advisors reported no remaining Pitney Bowes position as of Q1 2024 after selling out during the quarter.
Pineridge Advisors sold 71 Pitney Bowes shares in Q1 2024, an estimated $312.
Pineridge Advisors first reported a position in Pitney Bowes in Q4 2023 and held it in 1 quarter.
Pineridge Advisors's Pitney Bowes position peaked at $312 in Q4 2023.
247 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2024.

Based on Pineridge Advisors's 13F filing for Q1 2024, filed 16 May 2024.