EI
PFE icon

Elkhorn Investments’s Pfizer PFE Stock Holding History

Elkhorn 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
2017
Q4 		$1.8M Buy
52,204
+14,300
+38% +$488K 0.94% 76
2017
Q3 		$1.28M Buy
37,904
+992
+3% +$31.9K 0.95% 58
2017
Q2 		$1.18M Buy
+36,912
New +$1.16M 0.92% 77

Other funds holding PFE

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

Elkhorn Investments's PFE Position: Q4 2017 in Review

Elkhorn Investments increased its Pfizer (PFE) stake by 38% in Q4 2017, buying an estimated $488K and bringing the position to 52,204 shares worth $1.8M. The position accounts for 0.94% of the portfolio, ranked #76.

Elkhorn Investments first reported a position in PFE in Q2 2017 and has held it in 3 quarters since. 2,243 funds tracked by Wall St. Rank hold PFE as of Q4 2017.

  • Elkhorn Investments held 52,204 shares of Pfizer worth $1.8M as of Q4 2017.
  • Elkhorn Investments bought 14,300 Pfizer shares in Q4 2017, an estimated $488K.
  • Pfizer made up 0.94% of Elkhorn Investments's portfolio in Q4 2017, its #76 holding.
  • Elkhorn Investments first reported a position in Pfizer in Q2 2017 and has held it in 3 quarters since.
  • 2,243 funds tracked by Wall St. Rank held Pfizer as of Q4 2017.

Based on Elkhorn Investments's 13F filing for Q4 2017, filed 14 Feb 2018.