Epstein & White Financial’s Pfizer PFE Stock Holding History

Epstein & White Financial’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 Q1	–	Sell	-6,035	Closed	-$221K	–	87
2020 Q4	$221K	Sell	6,035 -1,349	-18%	-$49.5K	0.07%	76
2020 Q3	$261K	Sell	7,384 -1,558	-17%	-$54.6K	0.09%	55
2020 Q2	$284K	Sell	8,942 -9,672	-52%	-$329K	0.11%	46
2020 Q1	$577K	Sell	18,614 -7,458	-29%	-$254K	0.24%	35
2019 Q4	$969K	Buy	26,072 +6,445	+33%	+$230K	0.42%	25
2019 Q3	$670K	Buy	19,627 +1,874	+11%	+$68.1K	0.33%	34
2019 Q2	$696K	Buy	17,753 +7,095	+67%	+$282K	0.37%	29
2019 Q1	$431K	Buy	+10,658	New	+$427K	0.25%	45
2018 Q4	–	Sell	-4,994	Closed	-$215K	–	94
2018 Q3	$215K	Sell	4,994 -2,732	-35%	-$105K	0.14%	83
2018 Q2	$304K	Buy	+7,726	New	+$264K	0.23%	72

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

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

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Epstein & White Financial's PFE Position: Q1 2021 in Review

Epstein & White Financial sold out of Pfizer (PFE) in Q1 2021, closing a stake of 6,035 shares — an estimated $221K sold.

Epstein & White Financial first reported a position in PFE in Q2 2018 and held it in 10 quarters. The position peaked at $969K in Q4 2019. 2,676 funds tracked by Wall St. Rank hold PFE as of Q1 2021.

Epstein & White Financial reported no remaining Pfizer position as of Q1 2021 after selling out during the quarter.
Epstein & White Financial sold 6,035 Pfizer shares in Q1 2021, an estimated $221K.
Epstein & White Financial first reported a position in Pfizer in Q2 2018 and held it in 10 quarters.
Epstein & White Financial's Pfizer position peaked at $969K in Q4 2019.
2,676 funds tracked by Wall St. Rank held Pfizer as of Q1 2021.

Based on Epstein & White Financial's 13F filing for Q1 2021, filed 13 May 2021.