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Berman Capital Advisors’s Pfizer PFE Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$1.5M Sell
34,890
-4,310
-11% -$191K 0.24% 52
2021
Q2 		$1.53M Buy
39,200
+10,013
+34% +$389K 0.24% 50
2021
Q1 		$1.06M Buy
29,187
+2,173
+8% +$77.2K 0.22% 58
2020
Q4 		$993K Buy
27,014
+270
+1% +$9.9K 0.24% 54
2020
Q3 		$930K Buy
26,744
+3,362
+14% +$118K 0.26% 49
2020
Q2 		$724K Sell
23,382
-3,978
-15% -$135K 0.19% 56
2020
Q1 		$846K Buy
27,360
+10,457
+62% +$356K 0.27% 43
2019
Q4 		$627K Buy
16,903
+1,633
+11% +$58.2K 0.18% 59
2019
Q3 		$520K Sell
15,270
-2,422
-14% -$88.1K 0.16% 66
2019
Q2 		$726K Buy
17,692
+1,103
+7% +$43.8K 0.23% 49
2019
Q1 		$668K Sell
16,589
-384
-2% -$15.4K 0.22% 50
2018
Q4 		$702K Buy
16,973
+4,182
+33% +$174K 0.28% 40
2018
Q3 		$516K Sell
12,791
-2,074
-14% -$79.8K 0.22% 56
2018
Q2 		$509K Buy
14,865
+473
+3% +$16.2K 0.18% 62
2018
Q1 		$485K Buy
14,392
+1,843
+15% +$63.4K 0.18% 56
2017
Q4 		$429K Buy
+12,549
New +$428K 0.14% 64

Other funds holding PFE

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Berman Capital Advisors's PFE Position: Q3 2021 in Review

Berman Capital Advisors reduced its Pfizer (PFE) stake by 11% in Q3 2021, selling an estimated $191K and leaving 34,890 shares worth $1.5M. The position accounts for 0.24% of the portfolio, ranked #52.

Berman Capital Advisors first reported a position in PFE in Q4 2017 and has held it in 16 quarters since. The position peaked at $1.53M in Q2 2021. 2,804 funds tracked by Wall St. Rank hold PFE as of Q3 2021.

  • Berman Capital Advisors held 34,890 shares of Pfizer worth $1.5M as of Q3 2021.
  • Berman Capital Advisors sold 4,310 Pfizer shares in Q3 2021, an estimated $191K.
  • Pfizer made up 0.24% of Berman Capital Advisors's portfolio in Q3 2021, its #52 holding.
  • Berman Capital Advisors first reported a position in Pfizer in Q4 2017 and has held it in 16 quarters since.
  • Berman Capital Advisors's Pfizer position peaked at $1.53M in Q2 2021.
  • 2,804 funds tracked by Wall St. Rank held Pfizer as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.