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Plimoth Trust’s Pitney Bowes PBI Stock Holding History

Plimoth Trust’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
2019
Q4 		– Sell
-10,200
Closed -$47K – 177
2019
Q3 		$47K Sell
10,200
-2,390
-19% -$9.58K 0.02% 184
2019
Q2 		$54K Sell
12,590
-5,350
-30% -$28.7K 0.02% 189
2019
Q1 		$123K Sell
17,940
-1,750
-9% -$12.1K 0.04% 182
2018
Q4 		$116K Sell
19,690
-5,295
-21% -$38.1K 0.04% 182
2018
Q3 		$176K Sell
24,985
-1,195
-5% -$9.65K 0.06% 185
2018
Q2 		$225K Sell
26,180
-8,950
-25% -$86.4K 0.08% 177
2018
Q1 		$382K Sell
35,130
-42,320
-55% -$524K 0.13% 157
2017
Q4 		$865K Buy
+77,450
New +$913K 0.31% 93

Other funds holding PBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Plimoth Trust's PBI Position: Q4 2019 in Review

Plimoth Trust sold out of Pitney Bowes (PBI) in Q4 2019, closing a stake of 10,200 shares — an estimated $47K sold.

Plimoth Trust first reported a position in PBI in Q4 2017 and held it in 8 quarters. The position peaked at $865K in Q4 2017. 267 funds tracked by Wall St. Rank hold PBI as of Q4 2019.

  • Plimoth Trust reported no remaining Pitney Bowes position as of Q4 2019 after selling out during the quarter.
  • Plimoth Trust sold 10,200 Pitney Bowes shares in Q4 2019, an estimated $47K.
  • Plimoth Trust first reported a position in Pitney Bowes in Q4 2017 and held it in 8 quarters.
  • Plimoth Trust's Pitney Bowes position peaked at $865K in Q4 2017.
  • 267 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2019.

Based on Plimoth Trust's 13F filing for Q4 2019, filed 29 Jan 2020.