Gideon Capital Advisors’s Pfizer PFE Stock Holding History

Gideon 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
2020 Q1	–	Sell	-53,752	Closed	-$2M	–	157
2019 Q4	$2M	Buy	+53,752	New	+$1.91M	0.69%	37
2019 Q3	–	Sell	-38,205	Closed	-$1.57M	–	377
2019 Q2	$1.57M	Buy	38,205 +30,214	+378%	+$1.2M	0.54%	58
2019 Q1	$322K	Buy	+7,991	New	+$320K	0.12%	263
2018 Q2	–	Sell	-8,237	Closed	-$277K	–	463
2018 Q1	$277K	Buy	+8,237	New	+$283K	0.17%	261

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Norges Bank Oslo, Norway $935B AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Gideon Capital Advisors's PFE Position: Q1 2020 in Review

Gideon Capital Advisors sold out of Pfizer (PFE) in Q1 2020, closing a stake of 53,752 shares — an estimated $2M sold.

Gideon Capital Advisors first reported a position in PFE in Q1 2018 and held it in 4 quarters. The position peaked at $2M in Q4 2019. 2,438 funds tracked by Wall St. Rank hold PFE as of Q1 2020.

Gideon Capital Advisors reported no remaining Pfizer position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 53,752 Pfizer shares in Q1 2020, an estimated $2M.
Gideon Capital Advisors first reported a position in Pfizer in Q1 2018 and held it in 4 quarters.
Gideon Capital Advisors's Pfizer position peaked at $2M in Q4 2019.
2,438 funds tracked by Wall St. Rank held Pfizer as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.