Tompkins Financial’s Pitney Bowes PBI Stock Holding History

Tompkins Financial’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
2022 Q4	–	Sell	-80	Closed	–	–	625
2022 Q3	$0	Hold	80	–	–	﹤0.01%	610
2022 Q2	$0	Hold	80	–	–	﹤0.01%	603
2022 Q1	$0	Buy	+80	New	+$433	﹤0.01%	607

Other funds holding PBI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

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

CCP

Clifford Capital Partners Alpine, Utah $600M AUM 19.57% 1-Year Est. Return

Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return

Tompkins Financial's PBI Position: Q4 2022 in Review

Tompkins Financial sold out of Pitney Bowes (PBI) in Q4 2022, closing a stake of 80 shares.

Tompkins Financial first reported a position in PBI in Q1 2022 and held it in 3 quarters. The position peaked at $0 in Q3 2022. 269 funds tracked by Wall St. Rank hold PBI as of Q4 2022.

Tompkins Financial reported no remaining Pitney Bowes position as of Q4 2022 after selling out during the quarter.
Tompkins Financial sold 80 Pitney Bowes shares in Q4 2022.
Tompkins Financial first reported a position in Pitney Bowes in Q1 2022 and held it in 3 quarters.
Tompkins Financial's Pitney Bowes position peaked at $0 in Q3 2022.
269 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2022.

Based on Tompkins Financial's 13F filing for Q4 2022, filed 6 Jan 2023.