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Foresters Investment Management’s Pfizer PFE Stock Holding History

Foresters Investment Management’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
Q3 		$41.6M Sell
1,219,723
-283,123
-19% -$10.3M 0.82% 29
2019
Q2 		$61.8M Sell
1,502,846
-30,414
-2% -$1.21M 1.11% 8
2019
Q1 		$61.8M Sell
1,533,260
-194,937
-11% -$7.81M 1.08% 9
2018
Q4 		$71.6M Sell
1,728,197
-240,681
-12% -$9.99M 1.35% 5
2018
Q3 		$82.3M Buy
1,968,878
+174,858
+10% +$6.73M 1.3% 5
2018
Q2 		$61.8M Sell
1,794,020
-152,092
-8% -$5.2M 1.05% 5
2018
Q1 		$65.5M Sell
1,946,112
-18,760
-1% -$645K 1.09% 8
2017
Q4 		$67.5M Sell
1,964,872
-8,168
-0.4% -$279K 1.05% 8
2017
Q3 		$66.8M Buy
1,973,040
+3,403
+0.2% +$109K 1.09% 6
2017
Q2 		$62.8M Buy
1,969,637
+6,003
+0.3% +$189K 1.06% 9
2017
Q1 		$63.7M Sell
1,963,634
-3,136
-0.2% -$98.9K 1.12% 10
2016
Q4 		$60.6M Buy
1,966,770
+2,582
+0.1% +$78.8K 1.08% 12
2016
Q3 		$63.1M Sell
1,964,188
-10,224
-0.5% -$342K 1.17% 7
2016
Q2 		$66M Buy
1,974,412
+26,481
+1% +$845K 1.27% 4
2016
Q1 		$54.8M Buy
1,947,931
+7,062
+0.4% +$202K 1.11% 15
2015
Q4 		$59.4M Hold
1,940,869
– – 1.21% 7
2015
Q3 		$57.8M Buy
1,940,869
+87,060
+5% +$2.79M 1.23% 5
2015
Q2 		$59M Buy
1,853,809
+79,983
+5% +$2.61M 1.11% 7
2015
Q1 		$58.5M Buy
1,773,826
+8,427
+0.5% +$268K 1.13% 7
2014
Q4 		$52.2M Buy
1,765,399
+12,121
+0.7% +$348K 1.04% 12
2014
Q3 		$49.2M Hold
1,753,278
– – 1.04% 7
2014
Q2 		$49.4M Buy
1,753,278
+40,157
+2% +$1.14M 1.02% 9
2014
Q1 		$52.2M Buy
1,713,121
+1,054
+0.1% +$31.4K 1.13% 7
2013
Q4 		$49.8M Sell
1,712,067
-13,175
-0.8% -$383K 1.08% 8
2013
Q3 		$47M Sell
1,725,242
-1,476
-0.1% -$40.2K 1.14% 9
2013
Q2 		$45.9M Buy
+1,726,718
New +$47.7M 1.38% 6

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Foresters Investment Management's PFE Position: Q3 2019 in Review

Foresters Investment Management reduced its Pfizer (PFE) stake by 19% in Q3 2019, selling an estimated $10.3M and leaving 1,219,723 shares worth $41.6M. The position accounts for 0.82% of the portfolio, ranked #29.

Foresters Investment Management first reported a position in PFE in Q2 2013 and has held it in 26 quarters since. The position peaked at $82.3M in Q3 2018. 2,322 funds tracked by Wall St. Rank hold PFE as of Q3 2019.

  • Foresters Investment Management held 1,219,723 shares of Pfizer worth $41.6M as of Q3 2019.
  • Foresters Investment Management sold 283,123 Pfizer shares in Q3 2019, an estimated $10.3M.
  • Pfizer made up 0.82% of Foresters Investment Management's portfolio in Q3 2019, its #29 holding.
  • Foresters Investment Management first reported a position in Pfizer in Q2 2013 and has held it in 26 quarters since.
  • Foresters Investment Management's Pfizer position peaked at $82.3M in Q3 2018.
  • 2,322 funds tracked by Wall St. Rank held Pfizer as of Q3 2019.

Based on Foresters Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.