Ray Dalio’s Pitney Bowes PBI Stock Holding History

Ray Dalio’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 Q2	–	Sell	-52,380	Closed	-$204K	–	756
2023 Q1	$204K	Buy	+52,380	New	+$220K	﹤0.01%	699
2019 Q1	–	Sell	-75,674	Closed	-$447K	–	455
2018 Q4	$447K	Buy	+75,674	New	+$545K	﹤0.01%	417
2018 Q3	–	Sell	-22,663	Closed	-$194K	–	446
2018 Q2	$194K	Sell	22,663 -6,590	-23%	-$63.6K	﹤0.01%	459
2018 Q1	$319K	Buy	+29,253	New	+$362K	﹤0.01%	429
2017 Q3	–	Sell	-15,898	Closed	-$240K	–	370
2017 Q2	$240K	Buy	+15,898	New	+$232K	﹤0.01%	318
2015 Q4	–	Sell	-34,400	Closed	-$683K	–	376
2015 Q3	$683K	Buy	+34,400	New	+$706K	0.01%	283
2015 Q2	–	Sell	-8,800	Closed	-$205K	–	378
2015 Q1	$205K	Buy	+8,800	New	+$205K	﹤0.01%	318

Other funds holding PBI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CCP

Clifford Capital Partners Alpine, Utah $600M AUM 19.57% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ray Dalio's PBI Position: Q2 2023 in Review

Ray Dalio sold out of Pitney Bowes (PBI) in Q2 2023, closing a stake of 52,380 shares — an estimated $204K sold.

Ray Dalio first reported a position in PBI in Q1 2015 and held it in 7 quarters. The position peaked at $683K in Q3 2015. 235 funds tracked by Wall St. Rank hold PBI as of Q2 2023.

Ray Dalio reported no remaining Pitney Bowes position as of Q2 2023 after selling out during the quarter.
Ray Dalio sold 52,380 Pitney Bowes shares in Q2 2023, an estimated $204K.
Ray Dalio first reported a position in Pitney Bowes in Q1 2015 and held it in 7 quarters.
Ray Dalio's Pitney Bowes position peaked at $683K in Q3 2015.
235 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2023.

Based on Bridgewater Associates's 13F filing for Q2 2023, filed 11 Aug 2023.