Needelman Asset Management’s Pfizer PFE Stock Holding History

Needelman Asset 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
2018 Q3	–	Sell	-32,321	Closed	-$1.11M	–	25
2018 Q2	$1.11M	Buy	32,321 +264	+0.8%	+$9.02K	2.42%	24
2018 Q1	$1.08M	Buy	32,057 +195	+0.6%	+$6.7K	2.33%	25
2017 Q4	$1.09M	Sell	31,862 -101	-0.3%	-$3.44K	2.74%	17
2017 Q3	$1.08M	Sell	31,963 -105	-0.3%	-$3.38K	2.66%	19
2017 Q2	$1.02M	Sell	32,068 -158	-0.5%	-$4.98K	2.63%	17
2017 Q1	$1.05M	Sell	32,226 -132	-0.4%	-$4.16K	2.8%	15
2016 Q4	$997K	Sell	32,358 -68	-0.2%	-$2.08K	2.76%	17
2016 Q3	$1.04M	Sell	32,426 -185	-0.6%	-$6.19K	3.13%	12
2016 Q2	$1.09M	Sell	32,611 -211	-0.6%	-$6.73K	3.11%	12
2016 Q1	$923K	Buy	32,822 +79	+0.2%	+$2.26K	2.7%	20
2015 Q4	$1M	Sell	32,743 -205	-0.6%	-$6.45K	3.04%	13
2015 Q3	$982K	Hold	32,948	–	–	3.23%	14
2015 Q2	$1.05M	Sell	32,948 -1,085	-3%	-$35.4K	3.32%	10
2015 Q1	$1.12M	Sell	34,033 -110	-0.3%	-$3.5K	3.41%	10
2014 Q4	$1.01M	Hold	34,143	–	–	3.09%	13
2014 Q3	$958K	Hold	34,143	–	–	3.07%	13
2014 Q2	$961K	Sell	34,143 -1,370	-4%	-$39.1K	3.04%	14
2014 Q1	$1.08M	Sell	35,513 -733	-2%	-$21.9K	3.52%	8
2013 Q4	$1.05M	Buy	36,246 +8,205	+29%	+$239K	3.47%	7
2013 Q3	$764K	Hold	28,041	–	–	2.74%	18
2013 Q2	$745K	Buy	+28,041	New	+$775K	2.72%	17

Other funds holding PFE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Needelman Asset Management's PFE Position: Q3 2018 in Review

Needelman Asset Management sold out of Pfizer (PFE) in Q3 2018, closing a stake of 32,321 shares — an estimated $1.11M sold.

Needelman Asset Management first reported a position in PFE in Q2 2013 and held it in 21 quarters. The position peaked at $1.12M in Q1 2015. 2,256 funds tracked by Wall St. Rank hold PFE as of Q3 2018.

Needelman Asset Management reported no remaining Pfizer position as of Q3 2018 after selling out during the quarter.
Needelman Asset Management sold 32,321 Pfizer shares in Q3 2018, an estimated $1.11M.
Needelman Asset Management first reported a position in Pfizer in Q2 2013 and held it in 21 quarters.
Needelman Asset Management's Pfizer position peaked at $1.12M in Q1 2015.
2,256 funds tracked by Wall St. Rank held Pfizer as of Q3 2018.

Based on Needelman Asset Management's 13F filing for Q3 2018.