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Lehman Financial Resources’s Pfizer PFE Stock Holding History

Lehman 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
2018
Q3 		$8.7M Sell
208,001
-3,463
-2% -$133K 4.08% 5
2018
Q2 		$7.28M Sell
211,464
-639
-0.3% -$21.8K 3.67% 6
2018
Q1 		$7.14M Sell
212,103
-5,857
-3% -$201K 3.66% 6
2017
Q4 		$7.49M Sell
217,960
-4,257
-2% -$145K 3.89% 6
2017
Q3 		$7.53M Buy
222,217
+2,436
+1% +$78.3K 3.83% 5
2017
Q2 		$7.01M Buy
219,781
+1,831
+0.8% +$57.7K 3.95% 5
2017
Q1 		$7.07M Buy
217,950
+1,911
+0.9% +$60.3K 3.91% 6
2016
Q4 		$6.66M Buy
216,039
+8,125
+4% +$248K 3.79% 7
2016
Q3 		$6.68M Buy
207,914
+2,431
+1% +$81.3K 3.86% 5
2016
Q2 		$6.86M Buy
205,483
+172
+0.1% +$5.49K 3.45% 5
2016
Q1 		$5.77M Buy
205,311
+984
+0.5% +$28.1K 3.08% 7
2015
Q4 		$6.26M Buy
204,327
+852
+0.4% +$26.8K 3.37% 5
2015
Q3 		$6.06M Buy
203,475
+1,339
+0.7% +$42.9K 3.09% 5
2015
Q2 		$6.43M Sell
202,136
-2,260
-1% -$73.7K 3.11% 5
2015
Q1 		$6.75M Buy
204,396
+216
+0.1% +$6.87K 3.1% 4
2014
Q4 		$6.03M Buy
204,180
+1,904
+0.9% +$54.6K 2.96% 7
2014
Q3 		$5.67M Sell
202,276
-103
-0.1% -$2.89K 2.96% 6
2014
Q2 		$5.7M Buy
202,379
+59,191
+41% +$1.69M 2.72% 5
2014
Q1 		$4.36M Buy
143,188
+2,111
+1% +$62.9K 2.26% 7
2013
Q4 		$4.1M Sell
141,077
-2,000
-1% -$58.2K 2.53% 7
2013
Q3 		$3.9M Sell
143,077
-524
-0.4% -$14.3K 2.5% 6
2013
Q2 		$3.82M Buy
+143,601
New +$3.97M 2.58% 6

Other funds holding PFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lehman Financial Resources's PFE Position: Q3 2018 in Review

Lehman Financial Resources reduced its Pfizer (PFE) stake by 1.6% in Q3 2018, selling an estimated $133K and leaving 208,001 shares worth $8.7M. The position accounts for 4.08% of the portfolio, ranked #5.

Lehman Financial Resources first reported a position in PFE in Q2 2013 and has held it in 22 quarters since. 2,256 funds tracked by Wall St. Rank hold PFE as of Q3 2018.

  • Lehman Financial Resources held 208,001 shares of Pfizer worth $8.7M as of Q3 2018.
  • Lehman Financial Resources sold 3,463 Pfizer shares in Q3 2018, an estimated $133K.
  • Pfizer made up 4.08% of Lehman Financial Resources's portfolio in Q3 2018, its #5 holding.
  • Lehman Financial Resources first reported a position in Pfizer in Q2 2013 and has held it in 22 quarters since.
  • 2,256 funds tracked by Wall St. Rank held Pfizer as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.