Alta Capital Management’s Pfizer PFE Stock Holding History

Alta Capital Management’s Portfolio PFE Stock Details PFE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-5,958	Closed	-$221K	–	96
2019 Q4	$221K	Hold	5,958	–	–	0.01%	85
2019 Q3	$203K	Hold	5,958	–	–	0.01%	91
2019 Q2	$244K	Hold	5,958	–	–	0.01%	87
2019 Q1	$240K	Hold	5,958	–	–	0.01%	86
2018 Q4	$246K	Hold	5,958	–	–	0.02%	77
2018 Q3	$249K	Sell	5,958 -344	-5%	-$13.2K	0.01%	77
2018 Q2	$216K	Hold	6,302	–	–	0.01%	76
2018 Q1	$212K	Hold	6,302	–	–	0.01%	75
2017 Q4	$216K	Hold	6,302	–	–	0.01%	69
2017 Q3	$213K	Sell	6,302 -785	-11%	-$25.2K	0.01%	80
2017 Q2	$225K	Sell	7,087 -580	-8%	-$18.3K	0.02%	80
2017 Q1	$248K	Sell	7,667 -240	-3%	-$7.57K	0.02%	77
2016 Q4	$243K	Hold	7,907	–	–	0.02%	83
2016 Q3	$254K	Hold	7,907	–	–	0.02%	84
2016 Q2	$264K	Sell	7,907 -206	-3%	-$6.58K	0.02%	83
2016 Q1	$228K	Hold	8,113	–	–	0.01%	100
2015 Q4	$248K	Sell	8,113 -552	-6%	-$17.4K	0.02%	99
2015 Q3	$258K	Buy	+8,665	New	+$278K	0.02%	101

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Alta Capital Management's PFE Position: Q1 2020 in Review

Alta Capital Management sold out of Pfizer (PFE) in Q1 2020, closing a stake of 5,958 shares — an estimated $221K sold.

Alta Capital Management first reported a position in PFE in Q3 2015 and held it in 18 quarters. The position peaked at $264K in Q2 2016. 2,437 funds tracked by Wall St. Rank hold PFE as of Q1 2020.

Alta Capital Management reported no remaining Pfizer position as of Q1 2020 after selling out during the quarter.
Alta Capital Management sold 5,958 Pfizer shares in Q1 2020, an estimated $221K.
Alta Capital Management first reported a position in Pfizer in Q3 2015 and held it in 18 quarters.
Alta Capital Management's Pfizer position peaked at $264K in Q2 2016.
2,437 funds tracked by Wall St. Rank held Pfizer as of Q1 2020.

Based on Alta Capital Management's 13F filing for Q1 2020, filed 6 May 2020.