Snowden Capital Advisors’s Pitney Bowes PBI Stock Holding History

Snowden 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
2025 Q1	–	Sell	-82,208	Closed	-$595K	–	1249
2024 Q4	$595K	Sell	82,208 -33,668	-29%	-$250K	0.02%	695
2024 Q3	$826K	Sell	115,876 -46,441	-29%	-$313K	0.02%	576
2024 Q2	$825K	Sell	162,317 -25,096	-13%	-$120K	0.02%	564
2024 Q1	$811K	Sell	187,413 -16,689	-8%	-$68.8K	0.03%	562
2023 Q4	$898K	Sell	204,102 -11,301	-5%	-$43.8K	0.03%	471
2023 Q3	$651K	Buy	215,403 +44,468	+26%	+$152K	0.03%	533
2023 Q2	$605K	Buy	170,935 +27,867	+19%	+$96.6K	0.02%	643
2023 Q1	$557K	Buy	143,068 +1,476	+1%	+$6.2K	0.02%	684
2022 Q4	$538K	Buy	141,592 +64,964	+85%	+$219K	0.02%	680
2022 Q3	$178K	Buy	76,628 +988	+1%	+$3.17K	0.01%	1049
2022 Q2	$273K	Buy	+75,640	New	+$345K	0.01%	909

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

Hestia Capital Management Cranberry Township, Pennsylvania $111M AUM 21.99% 1-Year Est. Return

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

Geode Capital Management

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Qube Research & Technologies (QRT)

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return