Jupiter Investment Management’s Pfizer PFE Stock Holding History

Jupiter 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
2020 Q2	$21.9M	Sell	704,408 -2,091,791	-75%	-$71.1M	0.35%	86
2020 Q1	$86.6M	Buy	2,796,199 +1,815,107	+185%	+$61.8M	1.69%	10
2019 Q4	$36.5M	Sell	981,092 -198,498	-17%	-$7.07M	0.5%	58
2019 Q3	$40.2M	Buy	1,179,590 +149,601	+15%	+$5.44M	0.52%	61
2019 Q2	$42.3M	Buy	1,029,989 +812,524	+374%	+$32.3M	0.43%	80
2019 Q1	$8.76M	Buy	217,465 +146,625	+207%	+$5.87M	0.08%	148
2018 Q4	$2.93M	Buy	70,840 +21,961	+45%	+$912K	0.03%	196
2018 Q3	$2.04M	Sell	48,879 -27,149	-36%	-$1.05M	0.01%	225
2018 Q2	$2.62M	Sell	76,028 -257,794	-77%	-$8.81M	0.02%	237
2018 Q1	$11.2M	Buy	333,822 +39,570	+13%	+$1.36M	0.09%	145
2017 Q4	$10.1M	Buy	294,252 +278,886	+1,815%	+$9.51M	0.09%	138
2017 Q3	$520K	Sell	15,366 -6,643	-30%	-$214K	0.01%	271
2017 Q2	$701K	Sell	22,009 -7,954	-27%	-$251K	0.01%	290
2017 Q1	$972K	Sell	29,963 -2,791	-9%	-$88K	0.01%	237
2016 Q4	$1.01M	Sell	32,754 -78,198	-70%	-$2.39M	0.02%	215
2016 Q3	$3.56M	Sell	110,952 -523,794	-83%	-$17.5M	0.06%	185
2016 Q2	$21.2M	Sell	634,746 -421,516	-40%	-$13.5M	0.4%	77
2016 Q1	$29.7M	Sell	1,056,262 -2,325,898	-69%	-$66.4M	0.61%	58
2015 Q4	$104M	Buy	3,382,160 +3,346,060	+9,269%	+$105M	2.76%	2
2015 Q3	$1.07M	Buy	36,100 +12,705	+54%	+$407K	0.03%	184
2015 Q2	$744K	Hold	23,395	–	–	0.02%	202
2015 Q1	$772K	Sell	23,395 -9,539	-29%	-$303K	0.02%	242
2014 Q4	$973K	Sell	32,934 -5,267	-14%	-$151K	0.03%	258
2014 Q3	$1.07M	Buy	38,201 +19,288	+102%	+$541K	0.05%	226
2014 Q2	$532K	Sell	18,913 -34,881	-65%	-$994K	0.03%	273
2014 Q1	$1.64M	Buy	53,794 +11,395	+27%	+$340K	0.11%	189
2013 Q4	$1.23M	Sell	42,399 -3,132	-7%	-$91.2K	0.1%	204
2013 Q3	$1.24M	Buy	45,531 +8,818	+24%	+$240K	0.12%	201
2013 Q2	$975K	Buy	+36,713	New	+$1.01M	0.12%	192

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

Norges Bank Oslo, Norway $935B AUM

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

Jupiter Investment Management's PFE Position: Q2 2020 in Review

Jupiter Investment Management reduced its Pfizer (PFE) stake by 75% in Q2 2020, selling an estimated $71.1M and leaving 704,408 shares worth $21.9M. The position accounts for 0.35% of the portfolio, ranked #86.

Jupiter Investment Management first reported a position in PFE in Q2 2013 and has held it in 29 quarters since. The position peaked at $104M in Q4 2015. 2,441 funds tracked by Wall St. Rank hold PFE as of Q2 2020.

Jupiter Investment Management held 704,408 shares of Pfizer worth $21.9M as of Q2 2020.
Jupiter Investment Management sold 2,091,791 Pfizer shares in Q2 2020, an estimated $71.1M.
Pfizer made up 0.35% of Jupiter Investment Management's portfolio in Q2 2020, its #86 holding.
Jupiter Investment Management first reported a position in Pfizer in Q2 2013 and has held it in 29 quarters since.
Jupiter Investment Management's Pfizer position peaked at $104M in Q4 2015.
2,441 funds tracked by Wall St. Rank held Pfizer as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.