Benson Investment Management Company’s Pfizer PFE Stock Holding History

Benson Investment Management Company’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
2023 Q1	–	Sell	-84,025	Closed	-$4.31M	–	62
2022 Q4	$4.31M	Sell	84,025 -570	-0.7%	-$27.3K	2.54%	10
2022 Q3	$3.7M	Sell	84,595 -415	-0.5%	-$20.2K	2.61%	18
2022 Q2	$4.44M	Buy	85,010 +575	+0.7%	+$29.3K	2.77%	10
2022 Q1	$4.37M	Buy	84,435 +83,435	+8,344%	+$4.33M	2.19%	20
2021 Q4	$59K	Hold	1,000	–	–	0.03%	49
2021 Q3	$43K	Hold	1,000	–	–	0.02%	56
2021 Q2	$39K	Hold	1,000	–	–	0.02%	56
2021 Q1	$36K	Hold	1,000	–	–	0.02%	49
2020 Q4	$37K	Sell	1,000 -119,124	-99%	-$4.37M	0.02%	45
2020 Q3	$4.18M	Buy	120,124 +119,070	+11,297%	+$4.17M	2.68%	11
2020 Q2	$33K	Hold	1,054	–	–	0.02%	47
2020 Q1	$33K	Hold	1,054	–	–	0.03%	46
2019 Q4	$39K	Hold	1,054	–	–	0.03%	48
2019 Q3	$36K	Hold	1,054	–	–	0.03%	49
2019 Q2	$43K	Hold	1,054	–	–	0.03%	47
2019 Q1	$42K	Hold	1,054	–	–	0.03%	50
2018 Q4	$44K	Hold	1,054	–	–	0.04%	51
2018 Q3	$44K	Hold	1,054	–	–	0.03%	53
2018 Q2	$36K	Hold	1,054	–	–	0.03%	56
2018 Q1	$35K	Buy	+1,054	New	+$36.2K	0.03%	61
2017 Q4	–	Sell	-1,054	Closed	-$36K	–	81
2017 Q3	$36K	Hold	1,054	–	–	0.03%	65
2017 Q2	$34K	Hold	1,054	–	–	0.03%	69
2017 Q1	$34K	Hold	1,054	–	–	0.03%	66
2016 Q4	$32K	Buy	+1,054	New	+$32.2K	0.03%	67

Other funds holding PFE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Benson Investment Management Company's PFE Position: Q1 2023 in Review

Benson Investment Management Company sold out of Pfizer (PFE) in Q1 2023, closing a stake of 84,025 shares — an estimated $4.31M sold.

Benson Investment Management Company first reported a position in PFE in Q4 2016 and held it in 24 quarters. The position peaked at $4.44M in Q2 2022. 3,103 funds tracked by Wall St. Rank hold PFE as of Q1 2023.

Benson Investment Management Company reported no remaining Pfizer position as of Q1 2023 after selling out during the quarter.
Benson Investment Management Company sold 84,025 Pfizer shares in Q1 2023, an estimated $4.31M.
Benson Investment Management Company first reported a position in Pfizer in Q4 2016 and held it in 24 quarters.
Benson Investment Management Company's Pfizer position peaked at $4.44M in Q2 2022.
3,103 funds tracked by Wall St. Rank held Pfizer as of Q1 2023.

Based on Benson Investment Management Company's 13F filing for Q1 2023, filed 10 Apr 2023.