LFG
PFE icon

LifePlan Financial Group’s Pfizer PFE Stock Holding History

LifePlan Financial Group’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
Q3 		$445K Hold
12,766
– – 0.19% 83
2020
Q2 		$396K Hold
12,766
– – 0.18% 86
2020
Q1 		$395K Sell
12,766
-15
-0.1% -$511 0.21% 81
2019
Q4 		$475K Sell
12,781
-896
-7% -$31.9K 0.21% 83
2019
Q3 		$466K Buy
13,677
+896
+7% +$32.6K 0.22% 78
2019
Q2 		$525K Hold
12,781
– – 0.25% 66
2019
Q1 		$515K Buy
12,781
+429
+3% +$17.2K 0.27% 64
2018
Q4 		$512K Hold
12,352
– – 0.32% 57
2018
Q3 		$516K Hold
12,352
– – 0.28% 60
2018
Q2 		$425K Sell
12,352
-316
-2% -$10.8K 0.24% 71
2018
Q1 		$427K Sell
12,668
-1,327
-9% -$45.6K 0.25% 69
2017
Q4 		$474K Hold
13,995
– – 0.3% 60
2017
Q3 		$474K Buy
13,995
+29
+0.2% +$932 0.3% 60
2017
Q2 		$445K Buy
13,966
+132
+1% +$4.16K 0.3% 68
2017
Q1 		$449K Hold
13,834
– – 0.31% 64
2016
Q4 		$426K Hold
13,834
– – 0.3% 75
2016
Q3 		$445K Buy
13,834
+328
+2% +$11K 0.31% 62
2016
Q2 		$451K Buy
13,506
+1,603
+13% +$51.2K 0.31% 57
2016
Q1 		$335K Buy
11,903
+975
+9% +$27.9K 0.24% 68
2015
Q4 		$335K Hold
10,928
– – 0.24% 69
2015
Q3 		$326K Hold
10,928
– – 0.24% 67
2015
Q2 		$348K Buy
10,928
+449
+4% +$14.6K 0.23% 71
2015
Q1 		$346K Hold
10,479
– – 0.23% 51
2014
Q4 		$310K Buy
10,479
+1,845
+21% +$52.9K 0.21% 58
2014
Q3 		$242K Hold
8,634
– – 0.2% 57
2014
Q2 		$243K Hold
8,634
– – 0.17% 55
2014
Q1 		$263K Hold
8,634
– – 0.21% 49
2013
Q4 		$251K Buy
8,634
+1,791
+26% +$52.1K 0.17% 50
2013
Q3 		$186K Buy
6,843
+5,148
+304% +$140K 0.15% 48
2013
Q2 		$45K Buy
+1,695
New +$46.8K 0.05% 78

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
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

LifePlan Financial Group's PFE Position: Q3 2020 in Review

LifePlan Financial Group held its Pfizer (PFE) position steady in Q3 2020 at 12,766 shares worth $445K. The position accounts for 0.19% of the portfolio, ranked #83.

LifePlan Financial Group first reported a position in PFE in Q2 2013 and has held it in 30 quarters since. The position peaked at $525K in Q2 2019. 2,508 funds tracked by Wall St. Rank hold PFE as of Q3 2020.

  • LifePlan Financial Group held 12,766 shares of Pfizer worth $445K as of Q3 2020.
  • LifePlan Financial Group left its Pfizer share count unchanged in Q3 2020.
  • Pfizer made up 0.19% of LifePlan Financial Group's portfolio in Q3 2020, its #83 holding.
  • LifePlan Financial Group first reported a position in Pfizer in Q2 2013 and has held it in 30 quarters since.
  • LifePlan Financial Group's Pfizer position peaked at $525K in Q2 2019.
  • 2,508 funds tracked by Wall St. Rank held Pfizer as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.