Lederer & Associates Investment Counsel’s Pfizer PFE Stock Holding History

Lederer & Associates Investment Counsel’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 Q2	–	Sell	-1,950	Closed	-$70.6K	–	128
2021 Q1	$70.6K	Buy	+1,950	New	+$69.2K	0.05%	97
2020 Q1	–	Sell	-6,124	Closed	-$228K	–	93
2019 Q4	$228K	Buy	+6,124	New	+$218K	0.2%	86
2019 Q3	–	Sell	-5,813	Closed	-$239K	–	91
2019 Q2	$239K	Hold	5,813	–	–	0.22%	84
2019 Q1	$234K	Sell	5,813 -248	-4%	-$9.93K	0.22%	84
2018 Q4	$251K	Sell	6,061 -210	-3%	-$8.72K	0.27%	80
2018 Q3	$262K	Buy	6,271 +216	+4%	+$8.31K	0.22%	85
2018 Q2	$208K	Hold	6,055	–	–	0.19%	91
2018 Q1	$204K	Buy	+6,055	New	+$208K	0.18%	90

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Lederer & Associates Investment Counsel's PFE Position: Q2 2021 in Review

Lederer & Associates Investment Counsel sold out of Pfizer (PFE) in Q2 2021, closing a stake of 1,950 shares — an estimated $70.6K sold.

Lederer & Associates Investment Counsel first reported a position in PFE in Q1 2018 and held it in 8 quarters. The position peaked at $262K in Q3 2018. 2,732 funds tracked by Wall St. Rank hold PFE as of Q2 2021.

Lederer & Associates Investment Counsel reported no remaining Pfizer position as of Q2 2021 after selling out during the quarter.
Lederer & Associates Investment Counsel sold 1,950 Pfizer shares in Q2 2021, an estimated $70.6K.
Lederer & Associates Investment Counsel first reported a position in Pfizer in Q1 2018 and held it in 8 quarters.
Lederer & Associates Investment Counsel's Pfizer position peaked at $262K in Q3 2018.
2,732 funds tracked by Wall St. Rank held Pfizer as of Q2 2021.

Based on Lederer & Associates Investment Counsel's 13F filing for Q2 2021, filed 23 Jul 2021.