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Lehman & Derafelo Financial Resources’s Pfizer PFE Stock Holding History

Lehman & Derafelo Financial Resources’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
2022
Q4 		$10.9M Sell
211,824
-1,115
-0.5% -$53.5K 3.22% 6
2022
Q3 		$9.32M Sell
212,939
-3,735
-2% -$181K 2.94% 8
2022
Q2 		$11.4M Buy
216,674
+1,289
+0.6% +$65.7K 3.51% 6
2022
Q1 		$11.2M Buy
215,385
+625
+0.3% +$32.4K 3.1% 8
2021
Q4 		$12.7M Sell
214,760
-1,308
-0.6% -$64.8K 3.83% 5
2021
Q3 		$9.29M Sell
216,068
-2,360
-1% -$105K 3.02% 7
2021
Q2 		$8.55M Buy
218,428
+5,917
+3% +$230K 2.34% 9
2021
Q1 		$7.7M Buy
212,511
+7,354
+4% +$261K 2.16% 9
2020
Q4 		$7.55M Sell
205,157
-9,292
-4% -$341K 2.26% 9
2020
Q3 		$7.47M Buy
214,449
+15
+0% +$526 2.38% 7
2020
Q2 		$6.65M Buy
214,434
+890
+0.4% +$30.2K 2.32% 9
2020
Q1 		$6.61M Sell
213,544
-649
-0.3% -$22.1K 2.75% 7
2019
Q4 		$7.96M Buy
214,193
+333
+0.2% +$11.9K 2.86% 8
2019
Q3 		$7.29M Buy
213,860
+6,027
+3% +$219K 2.79% 7
2019
Q2 		$8.66M Buy
207,833
+2,407
+1% +$95.6K 3.53% 6
2019
Q1 		$8.28M Sell
205,426
-1,355
-0.7% -$54.3K 3.57% 6
2018
Q4 		$8.56M Buy
+206,781
New +$8.58M 4.26% 5

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lehman & Derafelo Financial Resources's PFE Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources reduced its Pfizer (PFE) stake by 0.52% in Q4 2022, selling an estimated $53.5K and leaving 211,824 shares worth $10.9M. The position accounts for 3.22% of the portfolio, ranked #6.

Lehman & Derafelo Financial Resources first reported a position in PFE in Q4 2018 and has held it in 17 quarters since. The position peaked at $12.7M in Q4 2021. 3,265 funds tracked by Wall St. Rank hold PFE as of Q4 2022.

  • Lehman & Derafelo Financial Resources held 211,824 shares of Pfizer worth $10.9M as of Q4 2022.
  • Lehman & Derafelo Financial Resources sold 1,115 Pfizer shares in Q4 2022, an estimated $53.5K.
  • Pfizer made up 3.22% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #6 holding.
  • Lehman & Derafelo Financial Resources first reported a position in Pfizer in Q4 2018 and has held it in 17 quarters since.
  • Lehman & Derafelo Financial Resources's Pfizer position peaked at $12.7M in Q4 2021.
  • 3,265 funds tracked by Wall St. Rank held Pfizer as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.