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VAM
Visionary Asset Management’s
Pitney Bowes
PBI
Stock Holding History
Visionary Asset Management’s Portfolio
PBI Stock Details
PBI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q2
–
Sell
-29,464
Closed
-$319K
–
306
2018
Q1
$319K
Sell
29,464
-962
-3%
-$11.9K
0.1%
144
2017
Q4
$340K
Buy
30,426
+10,282
+51%
+$121K
0.09%
132
2017
Q3
$282K
Sell
20,144
-1,397
-6%
-$19.2K
0.08%
155
2017
Q2
$325K
Buy
+21,541
New
+$315K
0.09%
136
2017
Q1
–
Sell
-151,278
Closed
-$2.3M
–
92
2016
Q4
$2.3M
Buy
151,278
+15,938
+12%
+$254K
0.75%
71
2016
Q3
$2.46M
Buy
135,340
+7,158
+6%
+$131K
0.85%
66
2016
Q2
$2.28M
Buy
128,182
+6,144
+5%
+$118K
0.81%
58
2016
Q1
$2.63M
Buy
+122,038
New
+$2.32M
0.93%
20
2015
Q3
–
Sell
-136,632
Closed
-$2.84M
–
72
2015
Q2
$2.84M
Buy
136,632
+4,747
+4%
+$107K
0.95%
53
2015
Q1
$3.08M
Buy
131,885
+9,350
+8%
+$218K
0.97%
43
2014
Q4
$2.99M
Buy
122,535
+18,210
+17%
+$445K
0.94%
49
2014
Q3
$2.61M
Buy
104,325
+24,496
+31%
+$655K
0.72%
58
2014
Q2
$2.2M
Buy
79,829
+20,266
+34%
+$540K
0.52%
17
2014
Q1
$1.55M
Buy
59,563
+13,925
+31%
+$343K
0.37%
17
2013
Q4
$1.06M
Buy
45,638
+7,193
+19%
+$155K
0.28%
23
2013
Q3
$648K
Buy
38,445
+27,707
+258%
+$455K
0.21%
71
2013
Q2
$158K
Buy
+10,738
New
+$159K
0.06%
37
Other funds holding PBI
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
D.E. Shaw & Co
New York
$166B AUM
43.98%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
LSV Asset Management
Chicago, Illinois
$46.4B AUM
27.74%
1-Year Est. Return
AQR Capital Management
Greenwich, Connecticut
$218B AUM
29.41%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
VOYA Investment Management
Atlanta, Georgia
$96.1B AUM
40.06%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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