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Retirement Group’s Pitney Bowes PBI Stock Holding History

Retirement Group’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
2022
Q1 		– Sell
-5,000
Closed -$33K – 804
2021
Q4 		$33K Hold
5,000
– – 0.01% 263
2021
Q3 		$36K Hold
5,000
– – 0.02% 254
2021
Q2 		$44K Hold
5,000
– – 0.02% 250
2021
Q1 		$41K Hold
5,000
– – 0.02% 303
2020
Q4 		$30K Buy
+5,000
New +$30K 0.01% 316

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Retirement Group's PBI Position: Q1 2022 in Review

Retirement Group sold out of Pitney Bowes (PBI) in Q1 2022, closing a stake of 5,000 shares — an estimated $33K sold.

Retirement Group first reported a position in PBI in Q4 2020 and held it in 5 quarters. The position peaked at $44K in Q2 2021. 258 funds tracked by Wall St. Rank hold PBI as of Q1 2022.

  • Retirement Group reported no remaining Pitney Bowes position as of Q1 2022 after selling out during the quarter.
  • Retirement Group sold 5,000 Pitney Bowes shares in Q1 2022, an estimated $33K.
  • Retirement Group first reported a position in Pitney Bowes in Q4 2020 and held it in 5 quarters.
  • Retirement Group's Pitney Bowes position peaked at $44K in Q2 2021.
  • 258 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2022.

Based on Retirement Group's 13F filing for Q1 2022, filed 6 May 2022.