PTP
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Platform Technology Partners’s Pitney Bowes PBI Stock Holding History

Platform Technology 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
2023
Q1 		– Sell
-17,840
Closed -$67.8K – 215
2022
Q4 		$67.8K Buy
17,840
+1,021
+6% +$3.44K 0.04% 190
2022
Q3 		$39K Sell
16,819
-1,515
-8% -$4.86K 0.02% 185
2022
Q2 		$66K Sell
18,334
-119
-0.6% -$542 0.04% 186
2022
Q1 		$96K Sell
18,453
-2,969
-14% -$16.1K 0.05% 195
2021
Q4 		$142K Buy
+21,422
New +$152K 0.06% 197

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
PC
Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return