Summit Global Investments’s Pitney Bowes PBI Stock Holding History

Summit Global Investments’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 Q2	–	Sell	-48,043	Closed	-$396K	–	611
2021 Q1	$396K	Buy	+48,043	New	+$412K	0.03%	396

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SAM

Soviero Asset Management New York $200M AUM 134.59% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Summit Global Investments's PBI Position: Q2 2021 in Review

Summit Global Investments sold out of Pitney Bowes (PBI) in Q2 2021, closing a stake of 48,043 shares — an estimated $396K sold.

Summit Global Investments first reported a position in PBI in Q1 2021 and held it in 1 quarter. The position peaked at $396K in Q1 2021. 248 funds tracked by Wall St. Rank hold PBI as of Q2 2021.

Summit Global Investments reported no remaining Pitney Bowes position as of Q2 2021 after selling out during the quarter.
Summit Global Investments sold 48,043 Pitney Bowes shares in Q2 2021, an estimated $396K.
Summit Global Investments first reported a position in Pitney Bowes in Q1 2021 and held it in 1 quarter.
Summit Global Investments's Pitney Bowes position peaked at $396K in Q1 2021.
248 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2021.

Based on Summit Global Investments's 13F filing for Q2 2021, filed 28 Jan 2022.