SRG
PBI icon

SBB Research Group’s Pitney Bowes PBI Stock Holding History

SBB Research 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
2023
Q3 		$45.3K Hold
15,000
– – 0.08% 34
2023
Q2 		$53.1K Hold
15,000
– – 0.1% 33
2023
Q1 		$58.4K Hold
15,000
– – 0.08% 35
2022
Q4 		$57K Hold
15,000
– – 0.08% 51
2022
Q3 		$35K Hold
15,000
– – 0.05% 52
2022
Q2 		$54K Hold
15,000
– – 0.02% 55
2022
Q1 		$78K Hold
15,000
– – 0.02% 46
2021
Q4 		$99K Buy
+15,000
New +$106K 0.01% 42

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
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
CCP
Clifford Capital Partners Alpine, Utah $600M AUM 19.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SBB Research Group's PBI Position: Q3 2023 in Review

SBB Research Group held its Pitney Bowes (PBI) position steady in Q3 2023 at 15,000 shares worth $45.3K. The position accounts for 0.08% of the portfolio, ranked #34.

SBB Research Group first reported a position in PBI in Q4 2021 and has held it in 8 quarters since. The position peaked at $99K in Q4 2021. 223 funds tracked by Wall St. Rank hold PBI as of Q3 2023.

  • SBB Research Group held 15,000 shares of Pitney Bowes worth $45.3K as of Q3 2023.
  • SBB Research Group left its Pitney Bowes share count unchanged in Q3 2023.
  • Pitney Bowes made up 0.08% of SBB Research Group's portfolio in Q3 2023, its #34 holding.
  • SBB Research Group first reported a position in Pitney Bowes in Q4 2021 and has held it in 8 quarters since.
  • SBB Research Group's Pitney Bowes position peaked at $99K in Q4 2021.
  • 223 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2023.

Based on SBB Research Group's 13F filing for Q3 2023, filed 13 Nov 2023.