LWM
PFE icon

Lenox Wealth Management’s Pfizer PFE Stock Holding History

Lenox Wealth 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 		$66K Buy
2,139
+393
+23% +$13.4K 0.02% 227
2020
Q1 		$54K Sell
1,746
-41
-2% -$1.4K 0.02% 240
2019
Q4 		$66K Hold
1,787
– – 0.02% 251
2019
Q3 		$60K Sell
1,787
-34
-2% -$1.24K 0.02% 248
2019
Q2 		$74K Buy
1,821
+832
+84% +$33K 0.02% 215
2019
Q1 		$40K Hold
989
– – 0.01% 260
2018
Q4 		$41K Hold
989
– – 0.01% 221
2018
Q3 		$41K Sell
989
-547
-36% -$21.1K 0.01% 250
2018
Q2 		$53K Hold
1,536
– – 0.02% 213
2018
Q1 		$51K Buy
1,536
+97
+7% +$3.33K 0.02% 208
2017
Q4 		$49K Sell
1,439
-333
-19% -$11.4K 0.01% 210
2017
Q3 		$60K Buy
1,772
+580
+49% +$18.6K 0.02% 203
2017
Q2 		$38K Sell
1,192
-488
-29% -$15.4K 0.02% 228
2017
Q1 		$55K Sell
1,680
-961
-36% -$30.3K 0.04% 88
2016
Q4 		$81K Buy
2,641
+1,277
+94% +$39K 0.06% 75
2016
Q3 		$44K Sell
1,364
-316
-19% -$10.6K 0.03% 107
2016
Q2 		$56K Sell
1,680
-272
-14% -$8.68K 0.04% 97
2016
Q1 		$55K Buy
1,952
+721
+59% +$20.6K 0.04% 103
2015
Q4 		$38K Hold
1,231
– – 0.03% 120
2015
Q3 		$37K Sell
1,231
-23
-2% -$737 0.03% 81
2015
Q2 		$40K Sell
1,254
-156
-11% -$5.08K 0.03% 80
2015
Q1 		$47K Buy
1,410
+179
+15% +$5.69K 0.03% 83
2014
Q4 		$36K Hold
1,231
– – 0.02% 89
2014
Q3 		$35K Buy
1,231
+45
+4% +$1.26K 0.02% 93
2014
Q2 		$33K Buy
1,186
+405
+52% +$11.5K 0.02% 94
2014
Q1 		$24K Hold
781
– – 0.01% 109
2013
Q4 		$23K Buy
+781
New +$22.7K 0.02% 118

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

Lenox Wealth Management's PFE Position: Q2 2020 in Review

Lenox Wealth Management increased its Pfizer (PFE) stake by 23% in Q2 2020, buying an estimated $13.4K and bringing the position to 2,139 shares worth $66K. The position accounts for 0.02% of the portfolio, ranked #227.

Lenox Wealth Management first reported a position in PFE in Q4 2013 and has held it in 27 quarters since. The position peaked at $81K in Q4 2016. 2,441 funds tracked by Wall St. Rank hold PFE as of Q2 2020.

  • Lenox Wealth Management held 2,139 shares of Pfizer worth $66K as of Q2 2020.
  • Lenox Wealth Management bought 393 Pfizer shares in Q2 2020, an estimated $13.4K.
  • Pfizer made up 0.02% of Lenox Wealth Management's portfolio in Q2 2020, its #227 holding.
  • Lenox Wealth Management first reported a position in Pfizer in Q4 2013 and has held it in 27 quarters since.
  • Lenox Wealth Management's Pfizer position peaked at $81K in Q4 2016.
  • 2,441 funds tracked by Wall St. Rank held Pfizer as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.