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Winslow Evans & Crocker’s Pitney Bowes PBI Stock Holding History

Winslow Evans & Crocker’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
Q4 		$6K Buy
+900
New +$5.41K ﹤0.01% 1057
2015
Q1 		– Sell
-134
Closed -$3.24K – 1301
2014
Q4 		$3.24K Sell
134
-24
-15% -$586 ﹤0.01% 1124
2014
Q3 		$3.92K Buy
+158
New +$4.22K ﹤0.01% 1147
2014
Q1 		– Sell
-1,000
Closed -$23K – 1368
2013
Q4 		$23K Buy
+1,000
New +$21.5K 0.01% 658

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

Winslow Evans & Crocker's PBI Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in Pitney Bowes (PBI) in Q4 2020: 900 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #1057 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in PBI as recently as Q4 2014.

Winslow Evans & Crocker first reported a position in PBI in Q4 2013 and has held it in 4 quarters since. The position peaked at $23K in Q4 2013. 265 funds tracked by Wall St. Rank hold PBI as of Q4 2020.

  • Winslow Evans & Crocker held 900 shares of Pitney Bowes worth $6K as of Q4 2020.
  • Pitney Bowes was a new Winslow Evans & Crocker position in Q4 2020.
  • Pitney Bowes made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1057 holding.
  • Winslow Evans & Crocker first reported a position in Pitney Bowes in Q4 2013 and has held it in 4 quarters since.
  • Winslow Evans & Crocker's Pitney Bowes position peaked at $23K in Q4 2013.
  • 265 funds tracked by Wall St. Rank held Pitney Bowes as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.