SageView Advisory Group’s Pitney Bowes PBI Stock Holding History

SageView Advisory 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
2024 Q2	–	Sell	-13,201	Closed	-$659K	–	693
2024 Q1	$659K	Buy	+13,201	New	+$54.4K	0.03%	266

Other funds holding PBI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return

CCP

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

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

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

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

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

SageView Advisory Group's PBI Position: Q2 2024 in Review

SageView Advisory Group sold out of Pitney Bowes (PBI) in Q2 2024, closing a stake of 13,201 shares — an estimated $659K sold.

SageView Advisory Group first reported a position in PBI in Q1 2024 and held it in 1 quarter. The position peaked at $659K in Q1 2024. 236 funds tracked by Wall St. Rank hold PBI as of Q2 2024.

SageView Advisory Group reported no remaining Pitney Bowes position as of Q2 2024 after selling out during the quarter.
SageView Advisory Group sold 13,201 Pitney Bowes shares in Q2 2024, an estimated $659K.
SageView Advisory Group first reported a position in Pitney Bowes in Q1 2024 and held it in 1 quarter.
SageView Advisory Group's Pitney Bowes position peaked at $659K in Q1 2024.
236 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2024.

Based on SageView Advisory Group's 13F filing for Q2 2024, filed 12 Aug 2024.