Vident Investment Advisory’s Pitney Bowes PBI Stock Holding History

Vident Investment Advisory’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
2023 Q2	–	Sell	-19,018	Closed	-$74K	–	1309
2023 Q1	$74K	Buy	19,018 +5,233	+38%	+$22K	﹤0.01%	1186
2022 Q4	$52.4K	Sell	13,785 -988	-7%	-$3.33K	﹤0.01%	1146
2022 Q3	$34K	Buy	+14,773	New	+$47.4K	﹤0.01%	1105
2018 Q2	–	Sell	-83,812	Closed	-$905K	–	955
2018 Q1	$905K	Buy	83,812 +23,034	+38%	+$285K	0.04%	413
2017 Q4	$679K	Buy	60,778 +27,101	+80%	+$319K	0.03%	463
2017 Q3	$472K	Buy	+33,677	New	+$462K	0.03%	517
2015 Q4	–	Sell	-35,220	Closed	-$699K	–	715
2015 Q3	$699K	Buy	35,220 +3,467	+11%	+$71.1K	0.1%	337
2015 Q2	$661K	Buy	31,753 +3,436	+12%	+$77.4K	0.09%	322
2015 Q1	$660K	Buy	+28,317	New	+$659K	0.13%	232

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

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

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

CCP

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

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

Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return

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

Vident Investment Advisory's PBI Position: Q2 2023 in Review

Vident Investment Advisory sold out of Pitney Bowes (PBI) in Q2 2023, closing a stake of 19,018 shares — an estimated $74K sold.

Vident Investment Advisory first reported a position in PBI in Q1 2015 and held it in 9 quarters. The position peaked at $905K in Q1 2018. 235 funds tracked by Wall St. Rank hold PBI as of Q2 2023.

Vident Investment Advisory reported no remaining Pitney Bowes position as of Q2 2023 after selling out during the quarter.
Vident Investment Advisory sold 19,018 Pitney Bowes shares in Q2 2023, an estimated $74K.
Vident Investment Advisory first reported a position in Pitney Bowes in Q1 2015 and held it in 9 quarters.
Vident Investment Advisory's Pitney Bowes position peaked at $905K in Q1 2018.
235 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2023.

Based on Vident Investment Advisory's 13F filing for Q2 2023, filed 11 Aug 2023.