Wealth Quarterback’s Pitney Bowes PBI Stock Holding History

Wealth Quarterback’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
2020 Q2	–	Sell	-223	Closed	-$1	–	566
2020 Q1	$1	Buy	223 +4	+2%	+$14	﹤0.01%	972
2019 Q4	$883	Buy	+219	New	+$1K	﹤0.01%	863

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

Wealth Quarterback's PBI Position: Q2 2020 in Review

Wealth Quarterback sold out of Pitney Bowes (PBI) in Q2 2020, closing a stake of 223 shares — an estimated $1 sold.

Wealth Quarterback first reported a position in PBI in Q4 2019 and held it in 2 quarters. The position peaked at $883 in Q4 2019. 210 funds tracked by Wall St. Rank hold PBI as of Q2 2020.

Wealth Quarterback reported no remaining Pitney Bowes position as of Q2 2020 after selling out during the quarter.
Wealth Quarterback sold 223 Pitney Bowes shares in Q2 2020, an estimated $1.
Wealth Quarterback first reported a position in Pitney Bowes in Q4 2019 and held it in 2 quarters.
Wealth Quarterback's Pitney Bowes position peaked at $883 in Q4 2019.
210 funds tracked by Wall St. Rank held Pitney Bowes as of Q2 2020.

Based on Wealth Quarterback's 13F filing for Q2 2020, filed 17 Aug 2020.