Sowell Financial Services’s Pitney Bowes PBI Stock Holding History

Sowell Financial Services’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
2019 Q4	–	Sell	-97	Closed	–	–	2614
2019 Q3	$0	Buy	+97	New	+$389	﹤0.01%	2435

Other funds holding PBI

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sowell Financial Services's PBI Position: Q4 2019 in Review

Sowell Financial Services sold out of Pitney Bowes (PBI) in Q4 2019, closing a stake of 97 shares.

Sowell Financial Services first reported a position in PBI in Q3 2019 and held it in 1 quarter. The position peaked at $0 in Q3 2019. 267 funds tracked by Wall St. Rank hold PBI as of Q4 2019.

Sowell Financial Services reported no remaining Pitney Bowes position as of Q4 2019 after selling out during the quarter.
Sowell Financial Services sold 97 Pitney Bowes shares in Q4 2019.
Sowell Financial Services first reported a position in Pitney Bowes in Q3 2019 and held it in 1 quarter.
Sowell Financial Services's Pitney Bowes position peaked at $0 in Q3 2019.
267 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2019.

Based on Sowell Financial Services's 13F filing for Q4 2019, filed 7 Feb 2020.