Wellington Management Group
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Wellington Management Group’s Pitney Bowes PBI Stock Holding History

Wellington Management Group’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
2022
Q1 		– Sell
-91,659
Closed -$608K – 2195
2021
Q4 		$608K Buy
91,659
+11,786
+15% +$83.5K ﹤0.01% 1919
2021
Q3 		$576K Buy
79,873
+41,573
+109% +$326K ﹤0.01% 1891
2021
Q2 		$336K Buy
+38,300
New +$319K ﹤0.01% 2000
2020
Q4 		– Sell
-20,983
Closed -$112K – 1987
2020
Q3 		$112K Buy
+20,983
New +$96.8K ﹤0.01% 1863
2019
Q1 		– Sell
-122,788
Closed -$726K – 2096
2018
Q4 		$726K Sell
122,788
-228,013
-65% -$1.64M ﹤0.01% 1857
2018
Q3 		$2.48M Buy
+350,801
New +$2.83M ﹤0.01% 1648
2018
Q1 		– Sell
-69,308
Closed -$775K – 2296
2017
Q4 		$775K Buy
69,308
+2,700
+4% +$31.8K ﹤0.01% 1954
2017
Q3 		$933K Buy
+66,608
New +$914K ﹤0.01% 1901
2017
Q1 		– Sell
-23,646
Closed -$360K – 2294
2016
Q4 		$360K Sell
23,646
-38,577
-62% -$614K ﹤0.01% 2062
2016
Q3 		$1.13M Buy
62,223
+46,604
+298% +$855K ﹤0.01% 1816
2016
Q2 		$278K Sell
15,619
-86,123
-85% -$1.66M ﹤0.01% 2008
2016
Q1 		$2.19M Sell
101,742
-32,504
-24% -$618K ﹤0.01% 1579
2015
Q4 		$2.77M Buy
134,246
+86,337
+180% +$1.79M ﹤0.01% 1536
2015
Q3 		$951K Buy
47,909
+2,024
+4% +$41.5K ﹤0.01% 1838
2015
Q2 		$955K Sell
45,885
-7,365
-14% -$166K ﹤0.01% 1850
2015
Q1 		$1.24M Sell
53,250
-381,869
-88% -$8.89M ﹤0.01% 1804
2014
Q4 		$10.6M Sell
435,119
-175,361
-29% -$4.28M ﹤0.01% 1225
2014
Q3 		$15.3M Sell
610,480
-442
-0.1% -$11.8K ﹤0.01% 1107
2014
Q2 		$16.9M Buy
610,922
+355,712
+139% +$9.47M ﹤0.01% 1093
2014
Q1 		$6.63M Buy
255,210
+199,578
+359% +$4.92M ﹤0.01% 1365
2013
Q4 		$1.3M Buy
55,632
+11,885
+27% +$256K ﹤0.01% 1793
2013
Q3 		$796K Sell
43,747
-315,660
-88% -$5.18M ﹤0.01% 1853
2013
Q2 		$5.28M Buy
+359,407
New +$5.31M ﹤0.01% 1404

Other funds holding PBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Wellington Management Group's PBI Position: Q1 2022 in Review

Wellington Management Group sold out of Pitney Bowes (PBI) in Q1 2022, closing a stake of 91,659 shares — an estimated $608K sold.

Wellington Management Group first reported a position in PBI in Q2 2013 and held it in 23 quarters. The position peaked at $16.9M in Q2 2014. 258 funds tracked by Wall St. Rank hold PBI as of Q1 2022.

  • Wellington Management Group reported no remaining Pitney Bowes position as of Q1 2022 after selling out during the quarter.
  • Wellington Management Group sold 91,659 Pitney Bowes shares in Q1 2022, an estimated $608K.
  • Wellington Management Group first reported a position in Pitney Bowes in Q2 2013 and held it in 23 quarters.
  • Wellington Management Group's Pitney Bowes position peaked at $16.9M in Q2 2014.
  • 258 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2022.

Based on Wellington Management Group's 13F filing for Q1 2022, filed 16 May 2022.