Karp Capital Management’s Pfizer PFE Stock Holding History

Karp Capital 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
2019 Q1	–	Sell	-1,289	Closed	-$53K	–	297
2018 Q4	$53K	Buy	+1,289	New	+$53.5K	0.03%	137
2015 Q4	–	Sell	-4,399	Closed	-$131K	–	234
2015 Q3	$131K	Buy	4,399 +1,902	+76%	+$61K	0.09%	109
2015 Q2	$79K	Buy	2,497 +1,691	+210%	+$55.1K	0.05%	141
2015 Q1	$27K	Buy	+806	New	+$25.6K	0.02%	222

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Karp Capital Management's PFE Position: Q1 2019 in Review

Karp Capital Management sold out of Pfizer (PFE) in Q1 2019, closing a stake of 1,289 shares — an estimated $53K sold.

Karp Capital Management first reported a position in PFE in Q1 2015 and held it in 4 quarters. The position peaked at $131K in Q3 2015. 2,391 funds tracked by Wall St. Rank hold PFE as of Q1 2019.

Karp Capital Management reported no remaining Pfizer position as of Q1 2019 after selling out during the quarter.
Karp Capital Management sold 1,289 Pfizer shares in Q1 2019, an estimated $53K.
Karp Capital Management first reported a position in Pfizer in Q1 2015 and held it in 4 quarters.
Karp Capital Management's Pfizer position peaked at $131K in Q3 2015.
2,391 funds tracked by Wall St. Rank held Pfizer as of Q1 2019.

Based on Karp Capital Management's 13F filing for Q1 2019, filed 7 May 2019.