New Potomac Partners’s Pfizer PFE Stock Holding History

New Potomac Partners’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 Q4	–	Sell	-1,006	Closed	-$35K	–	102
2020 Q3	$35K	Hold	1,006	–	–	0.03%	95
2020 Q2	$31K	Hold	1,006	–	–	0.03%	99
2020 Q1	$31K	Hold	1,006	–	–	0.03%	99
2019 Q4	$37K	Sell	1,006 -1,328	-57%	-$47.3K	0.03%	103
2019 Q3	$80K	Hold	2,334	–	–	0.08%	86
2019 Q2	$96K	Hold	2,334	–	–	0.1%	77
2019 Q1	$94K	Buy	+2,334	New	+$93.5K	0.1%	82

Other funds holding PFE

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Bank of New York Mellon

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

Norges Bank Oslo, Norway $935B AUM