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JBJ Investment Partners’s Pfizer PFE Stock Holding History

JBJ Investment Partners’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
Q4 		$229K Buy
+3,880
New +$192K 0.05% 60
2019
Q3 		– Sell
-5,871
Closed -$241K – 51
2019
Q2 		$241K Buy
5,871
+74
+1% +$2.94K 0.09% 39
2019
Q1 		$234K Buy
+5,797
New +$232K 0.09% 31

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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
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JBJ Investment Partners's PFE Position: Q4 2021 in Review

JBJ Investment Partners opened a new position in Pfizer (PFE) in Q4 2021: 3,880 shares worth $229K. The stake represents 0.05% of the portfolio and ranks #60 among its holdings. This is a return to the name: JBJ Investment Partners previously reported a position in PFE as recently as Q2 2019.

JBJ Investment Partners first reported a position in PFE in Q1 2019 and has held it in 3 quarters since. The position peaked at $241K in Q2 2019. 3,262 funds tracked by Wall St. Rank hold PFE as of Q4 2021.

  • JBJ Investment Partners held 3,880 shares of Pfizer worth $229K as of Q4 2021.
  • Pfizer was a new JBJ Investment Partners position in Q4 2021.
  • Pfizer made up 0.05% of JBJ Investment Partners's portfolio in Q4 2021, its #60 holding.
  • JBJ Investment Partners first reported a position in Pfizer in Q1 2019 and has held it in 3 quarters since.
  • JBJ Investment Partners's Pfizer position peaked at $241K in Q2 2019.
  • 3,262 funds tracked by Wall St. Rank held Pfizer as of Q4 2021.

Based on JBJ Investment Partners's 13F filing for Q4 2021, filed 8 Feb 2022.