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UBS O'Connor’s Pitney Bowes PBI Stock Holding History

UBS O'Connor’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
2021
Q1 		– Sell
-61,600
Closed -$2K – 893
2020
Q4 		$2K Hold
61,600
– – ﹤0.01% 579
2020
Q3 		$51K Hold
61,600
– – ﹤0.01% 304
2020
Q2 		$168K Hold
61,600
– – ﹤0.01% 352
2020
Q1 		$222K Hold
61,600
– – ﹤0.01% 298
2019
Q4 		$95K Hold
61,600
– – ﹤0.01% 292
2019
Q3 		$99K Hold
61,600
– – ﹤0.01% 285
2019
Q2 		$102K Buy
+61,600
New +$331K ﹤0.01% 222

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS O'Connor's PBI Position: Q1 2015 in Review

UBS O'Connor sold out of Pitney Bowes (PBI) in Q1 2015, closing a stake of 14,375 shares — an estimated $350K sold.

UBS O'Connor first reported a position in PBI in Q4 2014 and held it in 1 quarter. The position peaked at $350K in Q4 2014. 361 funds tracked by Wall St. Rank hold PBI as of Q1 2015.

  • UBS O'Connor reported no remaining Pitney Bowes position as of Q1 2015 after selling out during the quarter.
  • UBS O'Connor sold 14,375 Pitney Bowes shares in Q1 2015, an estimated $350K.
  • UBS O'Connor first reported a position in Pitney Bowes in Q4 2014 and held it in 1 quarter.
  • UBS O'Connor's Pitney Bowes position peaked at $350K in Q4 2014.
  • 361 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2015.

Based on UBS O'Connor's 13F filing for Q1 2015, filed 14 May 2015.