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Putnam Investments’s Pitney Bowes PBI Stock Holding History

Putnam Investments’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
Q4 		– Sell
-220,725
Closed -$667K – 1208
2023
Q3 		$667K Sell
220,725
-1,932
-0.9% -$6.62K ﹤0.01% 887
2023
Q2 		$788K Sell
222,657
-7,003
-3% -$24.3K ﹤0.01% 870
2023
Q1 		$893K Sell
229,660
-9,722
-4% -$40.8K ﹤0.01% 869
2022
Q4 		$910K Sell
239,382
-132
-0.1% -$445 ﹤0.01% 849
2022
Q3 		$558K Sell
239,514
-4,360
-2% -$14K ﹤0.01% 920
2022
Q2 		$883K Sell
243,874
-3,034
-1% -$13.8K ﹤0.01% 879
2022
Q1 		$1.28M Buy
246,908
+3,485
+1% +$18.9K ﹤0.01% 872
2021
Q4 		$1.61M Buy
+243,423
New +$1.73M ﹤0.01% 803
2017
Q3 		– Sell
-376,500
Closed -$5.68M – 1169
2017
Q2 		$5.68M Buy
+376,500
New +$5.5M 0.01% 482
2016
Q3 		– Sell
-40,352
Closed -$718K – 1327
2016
Q2 		$718K Sell
40,352
-122
-0.3% -$2.35K ﹤0.01% 1151
2016
Q1 		$872K Sell
40,474
-156,925
-79% -$2.98M ﹤0.01% 1139
2015
Q4 		$4.08M Sell
197,399
-19,417
-9% -$402K 0.01% 738
2015
Q3 		$4.3M Buy
216,816
+1,003
+0.5% +$20.6K 0.01% 721
2015
Q2 		$4.49M Sell
215,813
-50,688
-19% -$1.14M 0.01% 771
2015
Q1 		$6.21M Buy
266,501
+5,911
+2% +$138K 0.01% 701
2014
Q4 		$6.35M Sell
260,590
-246,401
-49% -$6.02M 0.01% 688
2014
Q3 		$12.7M Sell
506,991
-36,763
-7% -$983K 0.03% 424
2014
Q2 		$15M Sell
543,754
-181,337
-25% -$4.83M 0.03% 380
2014
Q1 		$18.8M Sell
725,091
-38,044
-5% -$938K 0.04% 333
2013
Q4 		$17.8M Sell
763,135
-365,136
-32% -$7.85M 0.04% 350
2013
Q3 		$20.5M Sell
1,128,271
-124,594
-10% -$2.04M 0.05% 310
2013
Q2 		$18.4M Buy
+1,252,865
New +$18.5M 0.05% 313

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
CCP
Clifford Capital Partners Alpine, Utah $600M AUM 19.57% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Putnam Investments's PBI Position: Q4 2023 in Review

Putnam Investments sold out of Pitney Bowes (PBI) in Q4 2023, closing a stake of 220,725 shares — an estimated $667K sold.

Putnam Investments first reported a position in PBI in Q2 2013 and held it in 22 quarters. The position peaked at $20.5M in Q3 2013. 238 funds tracked by Wall St. Rank hold PBI as of Q4 2023.

  • Putnam Investments reported no remaining Pitney Bowes position as of Q4 2023 after selling out during the quarter.
  • Putnam Investments sold 220,725 Pitney Bowes shares in Q4 2023, an estimated $667K.
  • Putnam Investments first reported a position in Pitney Bowes in Q2 2013 and held it in 22 quarters.
  • Putnam Investments's Pitney Bowes position peaked at $20.5M in Q3 2013.
  • 238 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2023.

Based on Putnam Investments's 13F filing for Q4 2023, filed 14 Feb 2024.