Tarbox Family Office’s Pitney Bowes PBI Stock Holding History

Tarbox Family Office’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 Q4	–	Sell	-129	Closed	-$1K	–	1182
2020 Q3	$1K	Buy	129 +117	+975%	+$540	﹤0.01%	1030
2020 Q2	$0	Sell	12 -246	-95%	-$614	﹤0.01%	1227
2020 Q1	$1K	Buy	258 +246	+2,050%	+$844	﹤0.01%	951
2019 Q4	$0	Hold	12	–	–	﹤0.01%	1163
2019 Q3	$0	Sell	12 -518	-98%	-$2.08K	﹤0.01%	1136
2019 Q2	$2K	Buy	530 +518	+4,317%	+$2.78K	﹤0.01%	778
2019 Q1	$0	Hold	12	–	–	﹤0.01%	629
2018 Q4	$0	Hold	12	–	–	﹤0.01%	633
2018 Q3	$0	Hold	12	–	–	﹤0.01%	630
2018 Q2	$0	Sell	12 -55	-82%	-$531	﹤0.01%	634
2018 Q1	$1K	Hold	67	–	–	﹤0.01%	592
2017 Q4	$1K	Hold	67	–	–	﹤0.01%	574
2017 Q3	$1K	Hold	67	–	–	﹤0.01%	569
2017 Q2	$1K	Hold	67	–	–	﹤0.01%	550
2017 Q1	$1K	Hold	67	–	–	﹤0.01%	552
2016 Q4	$1K	Hold	67	–	–	﹤0.01%	523
2016 Q3	$1K	Buy	67 +12	+22%	+$220	﹤0.01%	510
2016 Q2	$1K	Hold	55	–	–	﹤0.01%	513
2016 Q1	$1K	Hold	55	–	–	﹤0.01%	531
2015 Q4	$1K	Hold	55	–	–	﹤0.01%	489
2015 Q3	$1K	Hold	55	–	–	﹤0.01%	504
2015 Q2	$1K	Hold	55	–	–	﹤0.01%	485
2015 Q1	$1K	Hold	55	–	–	﹤0.01%	495
2014 Q4	$1K	Sell	55 -21	-28%	-$513	﹤0.01%	489
2014 Q3	$2K	Buy	+76	New	+$2.03K	﹤0.01%	423
2014 Q1	–	Sell	-24	Closed	-$1K	–	543
2013 Q4	$1K	Buy	+24	New	+$516	﹤0.01%	533

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

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

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

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

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

Tarbox Family Office's PBI Position: Q4 2020 in Review

Tarbox Family Office sold out of Pitney Bowes (PBI) in Q4 2020, closing a stake of 129 shares — an estimated $1K sold.

Tarbox Family Office first reported a position in PBI in Q4 2013 and held it in 26 quarters. The position peaked at $2K in Q2 2019. 265 funds tracked by Wall St. Rank hold PBI as of Q4 2020.

Tarbox Family Office reported no remaining Pitney Bowes position as of Q4 2020 after selling out during the quarter.
Tarbox Family Office sold 129 Pitney Bowes shares in Q4 2020, an estimated $1K.
Tarbox Family Office first reported a position in Pitney Bowes in Q4 2013 and held it in 26 quarters.
Tarbox Family Office's Pitney Bowes position peaked at $2K in Q2 2019.
265 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2020.

Based on Tarbox Family Office's 13F filing for Q4 2020, filed 27 Jan 2021.