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Steward Partners Investment Solutions’s Pitney Bowes PBI Stock Holding History

Steward Partners Investment Solutions’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 		$1.84M Hold
424,797
– – 0.31% 70
2023
Q4 		$1.87M Buy
+424,797
New +$1.65M 0.78% 32

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Steward Partners Investment Solutions's PBI Position: Q1 2024 in Review

Steward Partners Investment Solutions held its Pitney Bowes (PBI) position steady in Q1 2024 at 424,797 shares worth $1.84M. The position accounts for 0.31% of the portfolio, ranked #70.

Steward Partners Investment Solutions first reported a position in PBI in Q4 2023 and has held it in 2 quarters since. The position peaked at $1.87M in Q4 2023. 247 funds tracked by Wall St. Rank hold PBI as of Q1 2024.

  • Steward Partners Investment Solutions held 424,797 shares of Pitney Bowes worth $1.84M as of Q1 2024.
  • Steward Partners Investment Solutions left its Pitney Bowes share count unchanged in Q1 2024.
  • Pitney Bowes made up 0.31% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #70 holding.
  • Steward Partners Investment Solutions first reported a position in Pitney Bowes in Q4 2023 and has held it in 2 quarters since.
  • Steward Partners Investment Solutions's Pitney Bowes position peaked at $1.87M in Q4 2023.
  • 247 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.