Twin Lakes Capital Management’s Pitney Bowes PBI Stock Holding History

Twin Lakes Capital 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
2022 Q4	–	Sell	-2,000	Closed	-$5K	–	251
2022 Q3	$5K	Buy	+2,000	New	+$6.42K	﹤0.01%	230
2022 Q2	–	Sell	-2,000	Closed	-$10K	–	244
2022 Q1	$10K	Hold	2,000	–	–	0.01%	219
2021 Q4	$13K	Hold	2,000	–	–	0.01%	211
2021 Q3	$14K	Hold	2,000	–	–	0.01%	199
2021 Q2	$18K	Hold	2,000	–	–	0.01%	172
2021 Q1	$16K	Buy	+2,000	New	+$17.1K	0.01%	167

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

Twin Lakes Capital Management's PBI Position: Q4 2022 in Review

Twin Lakes Capital Management sold out of Pitney Bowes (PBI) in Q4 2022, closing a stake of 2,000 shares — an estimated $5K sold.

Twin Lakes Capital Management first reported a position in PBI in Q1 2021 and held it in 6 quarters. The position peaked at $18K in Q2 2021. 269 funds tracked by Wall St. Rank hold PBI as of Q4 2022.

Twin Lakes Capital Management reported no remaining Pitney Bowes position as of Q4 2022 after selling out during the quarter.
Twin Lakes Capital Management sold 2,000 Pitney Bowes shares in Q4 2022, an estimated $5K.
Twin Lakes Capital Management first reported a position in Pitney Bowes in Q1 2021 and held it in 6 quarters.
Twin Lakes Capital Management's Pitney Bowes position peaked at $18K in Q2 2021.
269 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2022.

Based on Twin Lakes Capital Management's 13F filing for Q4 2022, filed 6 Feb 2023.