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Cavalier Investments’s Pfizer PFE Stock Holding History

Cavalier Investments’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
2019
Q1 		– Sell
-28,394
Closed -$1.18M – 159
2018
Q4 		$1.18M Buy
+28,394
New +$1.18M 0.38% 46
2018
Q2 		– Sell
-2,696
Closed -$91K – 185
2018
Q1 		$91K Buy
+2,696
New +$92.7K 0.03% 153

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cavalier Investments's PFE Position: Q1 2019 in Review

Cavalier Investments sold out of Pfizer (PFE) in Q1 2019, closing a stake of 28,394 shares — an estimated $1.18M sold.

Cavalier Investments first reported a position in PFE in Q1 2018 and held it in 2 quarters. The position peaked at $1.18M in Q4 2018. 2,391 funds tracked by Wall St. Rank hold PFE as of Q1 2019.

  • Cavalier Investments reported no remaining Pfizer position as of Q1 2019 after selling out during the quarter.
  • Cavalier Investments sold 28,394 Pfizer shares in Q1 2019, an estimated $1.18M.
  • Cavalier Investments first reported a position in Pfizer in Q1 2018 and held it in 2 quarters.
  • Cavalier Investments's Pfizer position peaked at $1.18M in Q4 2018.
  • 2,391 funds tracked by Wall St. Rank held Pfizer as of Q1 2019.

Based on Cavalier Investments's 13F filing for Q1 2019, filed 3 May 2019.