SMH Capital Advisors’s Pitney Bowes PBI Stock Holding History

SMH Capital Advisors’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 Q1	–	Sell	-47,154	Closed	-$207K	–	52
2023 Q4	$207K	Hold	47,154	–	–	0.45%	33
2023 Q3	$142K	Hold	47,154	–	–	0.33%	34
2023 Q2	$167K	Hold	47,154	–	–	0.36%	44
2023 Q1	$166K	Hold	47,154	–	–	0.99%	41
2022 Q4	$179K	Hold	47,154	–	–	0.26%	55
2022 Q3	$110K	Hold	47,154	–	–	0.16%	60
2022 Q2	$171K	Hold	47,154	–	–	0.23%	50
2022 Q1	$245K	Hold	47,154	–	–	0.4%	40
2021 Q4	$340K	Hold	47,154	–	–	0.67%	29
2021 Q3	$340K	Hold	47,154	–	–	0.62%	30
2021 Q2	$414K	Hold	47,154	–	–	0.83%	23
2021 Q1	$389K	Sell	47,154 -47,153	-50%	-$404K	0.87%	25
2020 Q4	$581K	Hold	94,307	–	–	1.47%	9
2020 Q3	$315K	Hold	94,307	–	–	0.73%	18
2020 Q2	$245K	Buy	94,307 +72,000	+323%	+$180K	0.49%	21
2020 Q1	$46K	Hold	22,307	–	–	0.1%	34
2019 Q4	$90K	Hold	22,307	–	–	0.18%	41
2019 Q3	$90K	Hold	22,307	–	–	0.2%	33
2019 Q2	$188K	Hold	22,307	–	–	0.46%	27
2019 Q1	$188K	Hold	22,307	–	–	0.36%	29
2018 Q4	$188K	Buy	+22,307	New	+$161K	0.38%	30

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

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

CCP

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

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

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

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

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

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

SMH Capital Advisors's PBI Position: Q1 2024 in Review

SMH Capital Advisors sold out of Pitney Bowes (PBI) in Q1 2024, closing a stake of 47,154 shares — an estimated $207K sold.

SMH Capital Advisors first reported a position in PBI in Q4 2018 and held it in 21 quarters. The position peaked at $581K in Q4 2020. 247 funds tracked by Wall St. Rank hold PBI as of Q1 2024.

SMH Capital Advisors reported no remaining Pitney Bowes position as of Q1 2024 after selling out during the quarter.
SMH Capital Advisors sold 47,154 Pitney Bowes shares in Q1 2024, an estimated $207K.
SMH Capital Advisors first reported a position in Pitney Bowes in Q4 2018 and held it in 21 quarters.
SMH Capital Advisors's Pitney Bowes position peaked at $581K in Q4 2020.
247 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2024.

Based on SMH Capital Advisors's 13F filing for Q1 2024, filed 13 May 2024.