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Wilen Investment Management’s Pitney Bowes PBI Stock Holding History

Wilen Investment 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
2019
Q1 		– Sell
-45,355
Closed -$261K – 62
2018
Q4 		$261K Sell
45,355
-2,606
-5% -$18.8K 0.23% 49
2018
Q3 		$336K Sell
47,961
-1,400
-3% -$11.3K 0.23% 50
2018
Q2 		$395K Sell
49,361
-23,100
-32% -$223K 0.25% 46
2018
Q1 		$779K Sell
72,461
-100
-0.1% -$1.24K 0.53% 34
2017
Q4 		$798K Sell
72,561
-39,700
-35% -$468K 0.52% 35
2017
Q3 		$1.54M Sell
112,261
-323
-0.3% -$4.43K 0.94% 24
2017
Q2 		$1.68M Buy
112,584
+1,900
+2% +$27.8K 1.01% 25
2017
Q1 		$1.41M Sell
110,684
-11,400
-9% -$161K 0.85% 25
2016
Q4 		$1.83M Sell
122,084
-800
-0.7% -$12.7K 1.13% 21
2016
Q3 		$2.18M Sell
122,884
-3,800
-3% -$69.7K 1.45% 19
2016
Q2 		$2.22M Sell
126,684
-2,000
-2% -$38.5K 1.45% 18
2016
Q1 		$2.73M Sell
128,684
-700
-0.5% -$13.3K 1.9% 14
2015
Q4 		$2.65M Sell
129,384
-1,000
-0.8% -$20.7K 1.92% 15
2015
Q3 		$2.56M Sell
130,384
-500
-0.4% -$10.3K 1.83% 14
2015
Q2 		$2.7M Sell
130,884
-30,200
-19% -$681K 1.81% 16
2015
Q1 		$3.74M Sell
161,084
-3,400
-2% -$79.1K 2.56% 11
2014
Q4 		$3.96M Sell
164,484
-2,100
-1% -$51.3K 2.61% 11
2014
Q3 		$4.12M Sell
166,584
-2,200
-1% -$58.8K 2.62% 10
2014
Q2 		$4.63M Sell
168,784
-8,700
-5% -$232K 2.71% 9
2014
Q1 		$4.57M Sell
177,484
-5,000
-3% -$123K 2.67% 9
2013
Q4 		$4.2M Sell
182,484
-20,917
-10% -$450K 2.7% 10
2013
Q3 		$3.66M Buy
203,401
+18,900
+10% +$310K 2.44% 12
2013
Q2 		$2.67M Buy
+184,501
New +$2.72M 1.97% 14

Other funds holding PBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Wilen Investment Management's PBI Position: Q1 2019 in Review

Wilen Investment Management sold out of Pitney Bowes (PBI) in Q1 2019, closing a stake of 45,355 shares — an estimated $261K sold.

Wilen Investment Management first reported a position in PBI in Q2 2013 and held it in 23 quarters. The position peaked at $4.63M in Q2 2014. 314 funds tracked by Wall St. Rank hold PBI as of Q1 2019.

  • Wilen Investment Management reported no remaining Pitney Bowes position as of Q1 2019 after selling out during the quarter.
  • Wilen Investment Management sold 45,355 Pitney Bowes shares in Q1 2019, an estimated $261K.
  • Wilen Investment Management first reported a position in Pitney Bowes in Q2 2013 and held it in 23 quarters.
  • Wilen Investment Management's Pitney Bowes position peaked at $4.63M in Q2 2014.
  • 314 funds tracked by Wall St. Rank held Pitney Bowes as of Q1 2019.

Based on Wilen Investment Management's 13F filing for Q1 2019, filed 14 May 2019.