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Sage Rhino Capital’s Pitney Bowes PBI Stock Holding History

Sage Rhino Capital’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
-10,117
Closed -$30.6K – 244
2023
Q3 		$30.6K Sell
10,117
-47
-0.5% -$161 0.01% 224
2023
Q2 		$36K Buy
+10,164
New +$35.2K 0.01% 225
2022
Q4 		– Sell
-13,307
Closed -$31K – 216
2022
Q3 		$31K Buy
+13,307
New +$42.7K 0.01% 189

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

Sage Rhino Capital's PBI Position: Q4 2023 in Review

Sage Rhino Capital sold out of Pitney Bowes (PBI) in Q4 2023, closing a stake of 10,117 shares — an estimated $30.6K sold.

Sage Rhino Capital first reported a position in PBI in Q3 2022 and held it in 3 quarters. The position peaked at $36K in Q2 2023. 238 funds tracked by Wall St. Rank hold PBI as of Q4 2023.

  • Sage Rhino Capital reported no remaining Pitney Bowes position as of Q4 2023 after selling out during the quarter.
  • Sage Rhino Capital sold 10,117 Pitney Bowes shares in Q4 2023, an estimated $30.6K.
  • Sage Rhino Capital first reported a position in Pitney Bowes in Q3 2022 and held it in 3 quarters.
  • Sage Rhino Capital's Pitney Bowes position peaked at $36K in Q2 2023.
  • 238 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2023.

Based on Sage Rhino Capital's 13F filing for Q4 2023, filed 5 Feb 2024.