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Soviero Asset Management’s Pitney Bowes PBI Stock Holding History

Soviero Asset Management’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
2021
Q4 		– Sell
-405,000
Closed -$2.92M – 39
2021
Q3 		$2.92M Sell
405,000
-400,000
-50% -$3.13M 0.56% 36
2021
Q2 		$7.06M Buy
+805,000
New +$6.71M 0.62% 35

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Soviero Asset Management's PBI Position: Q4 2021 in Review

Soviero Asset Management sold out of Pitney Bowes (PBI) in Q4 2021, closing a stake of 1,050,000 shares — an estimated $7.57M sold.

Soviero Asset Management first reported a position in PBI in Q2 2021 and held it in 2 quarters. The position peaked at $23.7M in Q2 2021. 262 funds tracked by Wall St. Rank hold PBI as of Q4 2021.

  • Soviero Asset Management reported no remaining Pitney Bowes position as of Q4 2021 after selling out during the quarter.
  • Soviero Asset Management sold 1,050,000 Pitney Bowes shares in Q4 2021, an estimated $7.57M.
  • Soviero Asset Management first reported a position in Pitney Bowes in Q2 2021 and held it in 2 quarters.
  • Soviero Asset Management's Pitney Bowes position peaked at $23.7M in Q2 2021.
  • 262 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2021.

Based on Soviero Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.