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Lodestar Investment Counsel’s Pfizer PFE Stock Holding History

Lodestar 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
2019
Q2 		$3M Sell
73,047
-935
-1% -$37.1K 0.31% 65
2019
Q1 		$2.98M Hold
73,982
– – 0.32% 63
2018
Q4 		$3.06M Buy
73,982
+516
+0.7% +$21.4K 0.37% 58
2018
Q3 		$3.07M Hold
73,466
– – 0.33% 58
2018
Q2 		$2.53M Buy
73,466
+392
+0.5% +$13.4K 0.29% 60
2018
Q1 		$2.46M Sell
73,074
-7,420
-9% -$255K 0.29% 61
2017
Q4 		$2.77M Buy
80,494
+79
+0.1% +$2.69K 0.32% 62
2017
Q3 		$2.72M Buy
80,415
+2,899
+4% +$93.2K 0.33% 61
2017
Q2 		$2.47M Sell
77,516
-161
-0.2% -$5.08K 0.31% 60
2017
Q1 		$2.52M Sell
77,677
-1,884
-2% -$59.4K 0.33% 61
2016
Q4 		$2.45M Sell
79,561
-316
-0.4% -$9.65K 0.33% 60
2016
Q3 		$2.57M Buy
79,877
+54
+0.1% +$1.81K 0.35% 59
2016
Q2 		$2.67M Sell
79,823
-2,481
-3% -$79.2K 0.38% 58
2016
Q1 		$2.31M Buy
82,304
+24,204
+42% +$691K 0.33% 62
2015
Q4 		$1.78M Buy
58,100
+366
+0.6% +$11.5K 0.28% 65
2015
Q3 		$1.72M Buy
57,734
+3,223
+6% +$103K 0.29% 65
2015
Q2 		$1.73M Hold
54,511
– – 0.27% 69
2015
Q1 		$1.8M Sell
54,511
-194
-0.4% -$6.17K 0.28% 66
2014
Q4 		$1.62M Sell
54,705
-975
-2% -$28K 0.46% 44
2014
Q3 		$1.56M Sell
55,680
-6,060
-10% -$170K 0.48% 44
2014
Q2 		$1.74M Sell
61,740
-169
-0.3% -$4.82K 0.52% 43
2014
Q1 		$1.89M Buy
61,909
+4,111
+7% +$123K 0.59% 43
2013
Q4 		$1.68M Sell
57,798
-633
-1% -$18.4K 0.55% 43
2013
Q3 		$1.59M Buy
58,431
+527
+0.9% +$14.3K 0.58% 40
2013
Q2 		$1.54M Buy
+57,904
New +$1.6M 0.59% 41

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lodestar Investment Counsel's PFE Position: Q2 2019 in Review

Lodestar Investment Counsel reduced its Pfizer (PFE) stake by 1.3% in Q2 2019, selling an estimated $37.1K and leaving 73,047 shares worth $3M. The position accounts for 0.31% of the portfolio, ranked #65.

Lodestar Investment Counsel first reported a position in PFE in Q2 2013 and has held it in 25 quarters since. The position peaked at $3.07M in Q3 2018. 2,378 funds tracked by Wall St. Rank hold PFE as of Q2 2019.

  • Lodestar Investment Counsel held 73,047 shares of Pfizer worth $3M as of Q2 2019.
  • Lodestar Investment Counsel sold 935 Pfizer shares in Q2 2019, an estimated $37.1K.
  • Pfizer made up 0.31% of Lodestar Investment Counsel's portfolio in Q2 2019, its #65 holding.
  • Lodestar Investment Counsel first reported a position in Pfizer in Q2 2013 and has held it in 25 quarters since.
  • Lodestar Investment Counsel's Pfizer position peaked at $3.07M in Q3 2018.
  • 2,378 funds tracked by Wall St. Rank held Pfizer as of Q2 2019.

Based on Lodestar Investment Counsel's 13F filing for Q2 2019, filed 10 Jul 2019.