Partner Investment Management’s Pfizer PFE Stock Holding History

Partner Investment 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
2019 Q4	$294K	Buy	+7,897	New	+$281K	2.11%	20
2019 Q3	–	Sell	-27,670	Closed	-$1.14M	–	91
2019 Q2	$1.14M	Sell	27,670 -25,941	-48%	-$1.03M	1.21%	31
2019 Q1	$2.16M	Buy	53,611 +35,425	+195%	+$1.42M	2.5%	10
2018 Q4	$753K	Buy	+18,186	New	+$755K	0.94%	39
2017 Q4	–	Sell	-32,738	Closed	-$1.11M	–	90
2017 Q3	$1.11M	Buy	+32,738	New	+$1.05M	1.05%	35
2015 Q4	–	Sell	-96,289	Closed	-$2.87M	–	81
2015 Q3	$2.87M	Buy	+96,289	New	+$3.09M	4.34%	6
2015 Q2	–	Sell	-41,874	Closed	-$1.38M	–	104
2015 Q1	$1.38M	Buy	+41,874	New	+$1.33M	2.08%	15
2014 Q2	–	Sell	-49,911	Closed	-$1.52M	–	74
2014 Q1	$1.52M	Buy	49,911 +22,166	+80%	+$661K	0.28%	47
2013 Q4	$806K	Sell	27,745 -230,629	-89%	-$6.71M	0.18%	43
2013 Q3	$7.04M	Sell	258,374 -743,403	-74%	-$20.2M	1.88%	20
2013 Q2	$26.6M	Buy	+1,001,777	New	+$27.7M	6.02%	3

Other funds holding PFE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Partner Investment Management's PFE Position: Q4 2019 in Review

Partner Investment Management opened a new position in Pfizer (PFE) in Q4 2019: 7,897 shares worth $294K. The stake represents 2.11% of the portfolio and ranks #20 among its holdings. This is a return to the name: Partner Investment Management previously reported a position in PFE as recently as Q2 2019.

Partner Investment Management first reported a position in PFE in Q2 2013 and has held it in 11 quarters since. The position peaked at $26.6M in Q2 2013. 2,525 funds tracked by Wall St. Rank hold PFE as of Q4 2019.

Partner Investment Management held 7,897 shares of Pfizer worth $294K as of Q4 2019.
Pfizer was a new Partner Investment Management position in Q4 2019.
Pfizer made up 2.11% of Partner Investment Management's portfolio in Q4 2019, its #20 holding.
Partner Investment Management first reported a position in Pfizer in Q2 2013 and has held it in 11 quarters since.
Partner Investment Management's Pfizer position peaked at $26.6M in Q2 2013.
2,525 funds tracked by Wall St. Rank held Pfizer as of Q4 2019.

Based on Partner Investment Management's 13F filing for Q4 2019, filed 14 Feb 2020.