San Francisco Sentry Investment Group’s Pfizer PFE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
$543K Sell
13,873
-6,795
-33% -$264K 0.28% 97
2021
Q1
$749K Sell
20,668
-11,983
-37% -$425K 0.32% 89
2020
Q4
$1.2M Buy
32,651
+13,692
+72% +$502K 0.56% 38
2020
Q3
$660K Sell
18,959
-398
-2% -$14K 0.34% 80
2020
Q2
$600K Buy
19,357
+543
+3% +$18.4K 0.32% 85
2020
Q1
$583K Sell
18,814
-2,102
-10% -$71.6K 0.37% 70
2019
Q4
$778K Sell
20,916
-9,744
-32% -$347K 0.35% 70
2019
Q3
$1.04M Buy
30,660
+2,152
+8% +$78.3K 0.48% 46
2019
Q2
$1.17M Buy
28,508
+4,612
+19% +$183K 0.54% 45
2019
Q1
$963K Buy
23,896
+1,849
+8% +$74K 0.42% 53
2018
Q4
$913K Buy
22,047
+303
+1% +$12.6K 0.43% 41
2018
Q3
$910K Buy
21,744
+1,419
+7% +$54.6K 0.34% 51
2018
Q2
$699K Buy
20,325
+315
+2% +$10.8K 0.29% 57
2018
Q1
$674K Sell
20,010
-807
-4% -$27.7K 0.19% 104
2017
Q4
$715K Buy
20,817
+2,861
+16% +$97.6K 0.21% 103
2017
Q3
$609K Buy
17,956
+1,650
+10% +$53K 0.2% 117
2017
Q2
$520K Buy
16,306
+9,906
+155% +$312K 0.19% 114
2017
Q1
$208K Sell
6,400
-84
-1% -$2.65K 0.11% 185
2016
Q4
$200K Sell
6,484
-29,718
-82% -$907K 0.12% 178
2016
Q3
$1.16M Sell
36,202
-150
-0.4% -$5.02K 0.69% 44
2016
Q2
$1.21M Sell
36,352
-2,270
-6% -$72.4K 0.75% 43
2016
Q1
$1.09M Buy
38,622
+3,910
+11% +$112K 0.65% 46
2015
Q4
$1.06M Buy
34,712
+131
+0.4% +$4.12K 0.67% 47
2015
Q3
$1.03M Sell
34,581
-56
-0.2% -$1.8K 0.73% 41
2015
Q2
$1.1M Buy
34,637
+572
+2% +$18.6K 0.66% 45
2015
Q1
$1.12M Buy
34,065
+20
+0.1% +$636 0.67% 42
2014
Q4
$1.01M Sell
34,045
-4,165
-11% -$119K 0.58% 47
2014
Q3
$1.07M Buy
38,210
+317
+0.8% +$8.9K 0.54% 45
2014
Q2
$1.07M Sell
37,893
-74,713
-66% -$2.13M 0.51% 49
2014
Q1
$3.43M Buy
112,606
+80
+0.1% +$2.38K 1.1% 13
2013
Q4
$3.27M Buy
112,526
+248
+0.2% +$7.22K 1.13% 15
2013
Q3
$3.06M Sell
112,278
-1,200
-1% -$32.7K 1.15% 12
2013
Q2
$3.02M Buy
+113,478
New +$3.14M 1.09% 17

Other funds holding PFE

San Francisco Sentry Investment Group's PFE Position: Q2 2021 in Review

San Francisco Sentry Investment Group reduced its Pfizer (PFE) stake by 33% in Q2 2021, selling an estimated $264K and leaving 13,873 shares worth $543K. The position accounts for 0.28% of the portfolio, ranked #97.

San Francisco Sentry Investment Group first reported a position in PFE in Q2 2013 and has held it in 33 quarters since. The position peaked at $3.43M in Q1 2014. 2,732 funds tracked by Wall St. Rank hold PFE as of Q2 2021.

  • San Francisco Sentry Investment Group held 13,873 shares of Pfizer worth $543K as of Q2 2021.
  • San Francisco Sentry Investment Group sold 6,795 Pfizer shares in Q2 2021, an estimated $264K.
  • Pfizer made up 0.28% of San Francisco Sentry Investment Group's portfolio in Q2 2021, its #97 holding.
  • San Francisco Sentry Investment Group first reported a position in Pfizer in Q2 2013 and has held it in 33 quarters since.
  • San Francisco Sentry Investment Group's Pfizer position peaked at $3.43M in Q1 2014.
  • 2,732 funds tracked by Wall St. Rank held Pfizer as of Q2 2021.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2021, filed 2 Aug 2021.