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Systematic Financial Management’s Pitney Bowes PBI Stock Holding History

Systematic Financial Management’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
2020
Q3 		– Sell
-126,295
Closed -$328K – 390
2020
Q2 		$328K Buy
126,295
+5,755
+5% +$14.4K 0.02% 279
2020
Q1 		$246K Sell
120,540
-7,210
-6% -$24.7K 0.02% 362
2019
Q4 		$515K Hold
127,750
– – 0.02% 411
2019
Q3 		$584K Sell
127,750
-55,495
-30% -$222K 0.03% 237
2019
Q2 		$784K Buy
183,245
+14,450
+9% +$77.6K 0.03% 462
2019
Q1 		$1.16M Sell
168,795
-2,150
-1% -$14.9K 0.04% 433
2018
Q4 		$1.01M Sell
170,945
-9,245
-5% -$66.6K 0.03% 479
2018
Q3 		$1.28M Buy
+180,190
New +$1.46M 0.03% 483
2017
Q1 		– Sell
-115,370
Closed -$1.75M – 679
2016
Q4 		$1.75M Buy
115,370
+23,280
+25% +$371K 0.03% 444
2016
Q3 		$1.67M Sell
92,090
-9,920
-10% -$182K 0.02% 465
2016
Q2 		$1.81M Buy
102,010
+16,530
+19% +$319K 0.02% 384
2016
Q1 		$1.84M Buy
85,480
+190
+0.2% +$3.61K 0.02% 346
2015
Q4 		$1.76M Sell
85,290
-25,075
-23% -$519K 0.02% 388
2015
Q3 		$2.19M Sell
110,365
-2,715
-2% -$55.7K 0.02% 378
2015
Q2 		$2.35M Buy
+113,080
New +$2.55M 0.02% 562
2015
Q1 		– Sell
-3,097,151
Closed -$75.5M – 712
2014
Q4 		$75.5M Sell
3,097,151
-187,229
-6% -$4.57M 0.56% 59
2014
Q3 		$82.1M Buy
3,284,380
+405,030
+14% +$10.8M 0.6% 45
2014
Q2 		$79.5M Sell
2,879,350
-463,782
-14% -$12.3M 0.54% 58
2014
Q1 		$86.9M Buy
3,343,132
+2,594,403
+347% +$64M 0.6% 50
2013
Q4 		$17.4M Buy
748,729
+663,979
+783% +$14.3M 0.13% 179
2013
Q3 		$1.54M Sell
84,750
-208,435
-71% -$3.42M 0.01% 433
2013
Q2 		$4.3M Buy
+293,185
New +$4.33M 0.04% 327

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
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Atom Investors Austin, Texas $1.4B AUM 23.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Systematic Financial Management's PBI Position: Q3 2020 in Review

Systematic Financial Management sold out of Pitney Bowes (PBI) in Q3 2020, closing a stake of 126,295 shares — an estimated $328K sold.

Systematic Financial Management first reported a position in PBI in Q2 2013 and held it in 22 quarters. The position peaked at $86.9M in Q1 2014. 240 funds tracked by Wall St. Rank hold PBI as of Q3 2020.

  • Systematic Financial Management reported no remaining Pitney Bowes position as of Q3 2020 after selling out during the quarter.
  • Systematic Financial Management sold 126,295 Pitney Bowes shares in Q3 2020, an estimated $328K.
  • Systematic Financial Management first reported a position in Pitney Bowes in Q2 2013 and held it in 22 quarters.
  • Systematic Financial Management's Pitney Bowes position peaked at $86.9M in Q1 2014.
  • 240 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2020.

Based on Systematic Financial Management's 13F filing for Q3 2020, filed 12 Nov 2020.