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UBS’s Pitney Bowes PBI Stock Holding History

UBS’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
2014
Q3 		$11.5M Buy
459,356
+65,349
+17% +$1.75M 0.01% 1344
2014
Q2 		$10.9M Buy
394,007
+115,413
+41% +$3.07M 0.01% 1296
2014
Q1 		$7.24M Sell
278,594
-364,221
-57% -$8.98M 0.01% 1516
2013
Q4 		$15M Buy
642,815
+175,560
+38% +$3.78M 0.01% 984
2013
Q3 		$8.5M Buy
467,255
+356,366
+321% +$5.85M 0.01% 1257
2013
Q2 		$1.63M Buy
+110,889
New +$1.64M ﹤0.01% 2780

Other funds holding PBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AAM
Alken Asset Management London, United Kingdom $89.6M AUM 3.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

UBS's PBI Position: Q3 2014 in Review

UBS increased its Pitney Bowes (PBI) stake by 17% in Q3 2014, buying an estimated $1.75M and bringing the position to 459,356 shares worth $11.5M. The position accounts for 0.01% of the portfolio, ranked #1344.

UBS first reported a position in PBI in Q2 2013 and has held it in 6 quarters since. The position peaked at $15M in Q4 2013. 371 funds tracked by Wall St. Rank hold PBI as of Q3 2014.

  • UBS held 459,356 shares of Pitney Bowes worth $11.5M as of Q3 2014.
  • UBS bought 65,349 Pitney Bowes shares in Q3 2014, an estimated $1.75M.
  • Pitney Bowes made up 0.01% of UBS's portfolio in Q3 2014, its #1344 holding.
  • UBS first reported a position in Pitney Bowes in Q2 2013 and has held it in 6 quarters since.
  • UBS's Pitney Bowes position peaked at $15M in Q4 2013.
  • 371 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.