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Lathrop Investment Management’s Pfizer PFE Stock Holding History

Lathrop 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 		– Sell
-8,268
Closed -$256K – 68
2020
Q1 		$256K Buy
8,268
+906
+12% +$30.9K 0.09% 60
2019
Q4 		$274K Hold
7,362
– – 0.07% 58
2019
Q3 		$251K Buy
+7,362
New +$268K 0.07% 58

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

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

Lathrop Investment Management sold out of Pfizer (PFE) in Q2 2020, closing a stake of 8,268 shares — an estimated $256K sold.

Lathrop Investment Management first reported a position in PFE in Q3 2019 and held it in 3 quarters. The position peaked at $274K in Q4 2019. 2,442 funds tracked by Wall St. Rank hold PFE as of Q2 2020.

  • Lathrop Investment Management reported no remaining Pfizer position as of Q2 2020 after selling out during the quarter.
  • Lathrop Investment Management sold 8,268 Pfizer shares in Q2 2020, an estimated $256K.
  • Lathrop Investment Management first reported a position in Pfizer in Q3 2019 and held it in 3 quarters.
  • Lathrop Investment Management's Pfizer position peaked at $274K in Q4 2019.
  • 2,442 funds tracked by Wall St. Rank held Pfizer as of Q2 2020.

Based on Lathrop Investment Management's 13F filing for Q2 2020, filed 30 Jul 2020.