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Whitefort Capital Management’s Pitney Bowes PBI Stock Holding History

Whitefort Capital Management’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
2024
Q3 		– Sell
-373,500
Closed -$1.9M – 23
2024
Q2 		$1.9M Hold
373,500
– – 1.17% 17
2024
Q1 		$1.62M Hold
373,500
– – 0.99% 14
2023
Q4 		$1.64M Hold
373,500
– – 1.05% 16
2023
Q3 		$1.13M Buy
+373,500
New +$1.28M 0.59% 15

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PC
Permit Capital West Conshohocken, Pennsylvania $294M AUM 27.9% 1-Year Est. Return
CCP
Clifford Capital Partners Alpine, Utah $600M AUM 19.57% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Whitefort Capital Management's PBI Position: Q3 2024 in Review

Whitefort Capital Management sold out of Pitney Bowes (PBI) in Q3 2024, closing a stake of 373,500 shares — an estimated $1.9M sold.

Whitefort Capital Management first reported a position in PBI in Q3 2023 and held it in 4 quarters. The position peaked at $1.9M in Q2 2024. 276 funds tracked by Wall St. Rank hold PBI as of Q3 2024.

  • Whitefort Capital Management reported no remaining Pitney Bowes position as of Q3 2024 after selling out during the quarter.
  • Whitefort Capital Management sold 373,500 Pitney Bowes shares in Q3 2024, an estimated $1.9M.
  • Whitefort Capital Management first reported a position in Pitney Bowes in Q3 2023 and held it in 4 quarters.
  • Whitefort Capital Management's Pitney Bowes position peaked at $1.9M in Q2 2024.
  • 276 funds tracked by Wall St. Rank held Pitney Bowes as of Q3 2024.

Based on Whitefort Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.