Kaizen Advisory’s Pfizer PFE Stock Holding History

Kaizen Advisory’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
2018 Q4	$703K	Buy	16,977 +2,385	+16%	+$99K	0.49%	55
2018 Q3	$610K	Hold	14,592	–	–	0.32%	115
2018 Q2	$502K	Buy	14,592 +8,511	+140%	+$291K	0.26%	118
2018 Q1	$205K	Hold	6,081	–	–	0.2%	98
2017 Q4	$209K	Buy	+6,081	New	+$207K	0.12%	114

Other funds holding PFE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Kaizen Advisory's PFE Position: Q4 2018 in Review

Kaizen Advisory increased its Pfizer (PFE) stake by 16% in Q4 2018, buying an estimated $99K and bringing the position to 16,977 shares worth $703K. The position accounts for 0.49% of the portfolio, ranked #55.

Kaizen Advisory first reported a position in PFE in Q4 2017 and has held it in 5 quarters since. 2,403 funds tracked by Wall St. Rank hold PFE as of Q4 2018.

Kaizen Advisory held 16,977 shares of Pfizer worth $703K as of Q4 2018.
Kaizen Advisory bought 2,385 Pfizer shares in Q4 2018, an estimated $99K.
Pfizer made up 0.49% of Kaizen Advisory's portfolio in Q4 2018, its #55 holding.
Kaizen Advisory first reported a position in Pfizer in Q4 2017 and has held it in 5 quarters since.
2,403 funds tracked by Wall St. Rank held Pfizer as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.