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Stonehage Fleming (UK)’s Pitney Bowes PBI Stock Holding History

Stonehage Fleming (UK)’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
2014
Q4 		– Sell
-132,100
Closed -$3.3M – 320
2014
Q3 		$3.3M Sell
132,100
-24,100
-15% -$644K 1.47% 7
2014
Q2 		$4.32M Hold
156,200
– – 1.74% 5
2014
Q1 		$4.06M Hold
156,200
– – 1.72% 4
2013
Q4 		$3.64M Buy
+156,200
New +$3.36M 1.47% 14

Other funds holding PBI

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Stonehage Fleming (UK)'s PBI Position: Q4 2014 in Review

Stonehage Fleming (UK) sold out of Pitney Bowes (PBI) in Q4 2014, closing a stake of 132,100 shares — an estimated $3.3M sold.

Stonehage Fleming (UK) first reported a position in PBI in Q4 2013 and held it in 4 quarters. The position peaked at $4.32M in Q2 2014. 359 funds tracked by Wall St. Rank hold PBI as of Q4 2014.

  • Stonehage Fleming (UK) reported no remaining Pitney Bowes position as of Q4 2014 after selling out during the quarter.
  • Stonehage Fleming (UK) sold 132,100 Pitney Bowes shares in Q4 2014, an estimated $3.3M.
  • Stonehage Fleming (UK) first reported a position in Pitney Bowes in Q4 2013 and held it in 4 quarters.
  • Stonehage Fleming (UK)'s Pitney Bowes position peaked at $4.32M in Q2 2014.
  • 359 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2014.

Based on Stonehage Fleming (UK)'s 13F filing for Q4 2014, filed 11 Oct 2019.