U.S. Global Investors (USGI)’s Pitney Bowes PBI Stock Holding History

U.S. Global Investors (USGI)’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 Q3	–	Sell	-57,178	Closed	-$207K	–	142
2022 Q2	$207K	Buy	+57,178	New	+$261K	0.01%	106
2020 Q1	–	Sell	-216,637	Closed	-$873K	–	192
2019 Q4	$873K	Buy	+216,637	New	+$993K	0.39%	72
2019 Q3	–	Sell	-116,779	Closed	-$500K	–	193
2019 Q2	$500K	Buy	+116,779	New	+$627K	0.26%	103
2018 Q4	–	Sell	-109,837	Closed	-$778K	–	158
2018 Q3	$778K	Sell	109,837 -29,163	-21%	-$236K	0.38%	77
2018 Q2	$1.19M	Buy	+139,000	New	+$1.34M	0.54%	54
2017 Q2	–	Sell	-96,000	Closed	-$1.26K	–	174
2017 Q1	$1.26K	Sell	96,000 -32,000	-25%	-$452K	﹤0.01%	53
2016 Q4	$1.94M	Buy	+128,000	New	+$2.04M	0.82%	29

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

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

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

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

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

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

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

U.S. Global Investors (USGI)'s PBI Position: Q3 2022 in Review

U.S. Global Investors (USGI) sold out of Pitney Bowes (PBI) in Q3 2022, closing a stake of 57,178 shares — an estimated $207K sold.

U.S. Global Investors (USGI) first reported a position in PBI in Q4 2016 and held it in 7 quarters. The position peaked at $1.94M in Q4 2016. 263 funds tracked by Wall St. Rank hold PBI as of Q3 2022.

U.S. Global Investors (USGI) reported no remaining Pitney Bowes position as of Q3 2022 after selling out during the quarter.
U.S. Global Investors (USGI) sold 57,178 Pitney Bowes shares in Q3 2022, an estimated $207K.
U.S. Global Investors (USGI) first reported a position in Pitney Bowes in Q4 2016 and held it in 7 quarters.
U.S. Global Investors (USGI)'s Pitney Bowes position peaked at $1.94M in Q4 2016.
263 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2022.

Based on U.S. Global Investors (USGI)'s 13F filing for Q3 2022, filed 14 Nov 2022.