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Stoneridge Investment Partners’s Pitney Bowes PBI Stock Holding History

Stoneridge Investment Partners’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
2017
Q4 		– Sell
-238,803
Closed -$3.35M – 249
2017
Q3 		$3.35M Sell
238,803
-54,896
-19% -$754K 0.53% 74
2017
Q2 		$4.43M Sell
293,699
-36,259
-11% -$530K 0.66% 55
2017
Q1 		$4.33M Sell
329,958
-15,242
-4% -$215K 0.58% 62
2016
Q4 		$5.24M Buy
345,200
+124,687
+57% +$1.98M 0.71% 36
2016
Q3 		$4M Buy
+220,513
New +$4.05M 0.58% 57

Other funds holding PBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Stoneridge Investment Partners's PBI Position: Q4 2017 in Review

Stoneridge Investment Partners sold out of Pitney Bowes (PBI) in Q4 2017, closing a stake of 238,803 shares — an estimated $3.35M sold.

Stoneridge Investment Partners first reported a position in PBI in Q3 2016 and held it in 5 quarters. The position peaked at $5.24M in Q4 2016. 351 funds tracked by Wall St. Rank hold PBI as of Q4 2017.

  • Stoneridge Investment Partners reported no remaining Pitney Bowes position as of Q4 2017 after selling out during the quarter.
  • Stoneridge Investment Partners sold 238,803 Pitney Bowes shares in Q4 2017, an estimated $3.35M.
  • Stoneridge Investment Partners first reported a position in Pitney Bowes in Q3 2016 and held it in 5 quarters.
  • Stoneridge Investment Partners's Pitney Bowes position peaked at $5.24M in Q4 2016.
  • 351 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2017.

Based on Stoneridge Investment Partners's 13F filing for Q4 2017, filed 5 Feb 2018.