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Gyrus Investment Management’s Pfizer PFE Stock Holding History

Gyrus 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
2015
Q2 		– Sell
-386,073
Closed -$12.7M – 65
2015
Q1 		$12.7M Sell
386,073
-12,111
-3% -$385K 2.11% 7
2014
Q4 		$11.8M Buy
398,184
+13,422
+3% +$385K 1.94% 9
2014
Q3 		$10.8M Buy
384,762
+2,851
+0.7% +$80K 1.89% 9
2014
Q2 		$10.8M Sell
381,911
-3,135
-0.8% -$89.4K 1.93% 7
2014
Q1 		$13M Sell
385,046
-3,637
-0.9% -$108K 2.25% 4
2013
Q4 		$12M Buy
388,683
+13,175
+4% +$383K 2.51% 4
2013
Q3 		$10.5M Buy
375,508
+72,596
+24% +$1.98M 2.31% 4
2013
Q2 		$8.49M Buy
+302,912
New +$8.37M 1.92% 14

Other funds holding PFE

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Gyrus Investment Management's PFE Position: Q2 2015 in Review

Gyrus Investment Management sold out of Pfizer (PFE) in Q2 2015, closing a stake of 386,073 shares — an estimated $12.7M sold.

Gyrus Investment Management first reported a position in PFE in Q2 2013 and held it in 8 quarters. The position peaked at $13M in Q1 2014. 1,886 funds tracked by Wall St. Rank hold PFE as of Q2 2015.

  • Gyrus Investment Management reported no remaining Pfizer position as of Q2 2015 after selling out during the quarter.
  • Gyrus Investment Management sold 386,073 Pfizer shares in Q2 2015, an estimated $12.7M.
  • Gyrus Investment Management first reported a position in Pfizer in Q2 2013 and held it in 8 quarters.
  • Gyrus Investment Management's Pfizer position peaked at $13M in Q1 2014.
  • 1,886 funds tracked by Wall St. Rank held Pfizer as of Q2 2015.

Based on Gyrus Investment Management's 13F filing for Q2 2015.