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Sargent Bickham Lagudis’s Pfizer PFE Stock Holding History

Sargent Bickham Lagudis’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
2022
Q4 		$9.18M Sell
179,151
-216
-0.1% -$10.4K 0.75% 30
2022
Q3 		$7.85M Sell
179,367
-815
-0.5% -$39.6K 0.7% 34
2022
Q2 		$9.45M Sell
180,182
-140,869
-44% -$7.18M 0.82% 29
2022
Q1 		$16.6M Buy
321,051
+1,232
+0.4% +$63.9K 1.29% 18
2021
Q4 		$18.9M Sell
319,819
-10,101
-3% -$500K 1.43% 14
2021
Q3 		$14.2M Buy
329,920
+4,609
+1% +$204K 1.16% 18
2021
Q2 		$12.7M Sell
325,311
-2,388
-0.7% -$92.9K 1.04% 20
2021
Q1 		$11.9M Buy
327,699
+1,734
+0.5% +$61.6K 1.05% 18
2020
Q4 		$12M Sell
325,965
-5,861
-2% -$215K 1.11% 17
2020
Q3 		$11.6M Buy
331,826
+3,770
+1% +$132K 1.16% 16
2020
Q2 		$10.2M Buy
328,056
+26
+0% +$883 1.09% 18
2020
Q1 		$10.2M Buy
328,030
+308,191
+1,553% +$10.5M 1.31% 17
2019
Q4 		$738K Buy
19,839
+1,720
+9% +$61.3K 0.08% 125
2019
Q3 		$618K Buy
18,119
+788
+5% +$28.7K 0.07% 129
2019
Q2 		$712K Sell
17,331
-397
-2% -$15.8K 0.08% 124
2019
Q1 		$714K Sell
17,728
-537
-3% -$21.5K 0.08% 131
2018
Q4 		$756K Buy
18,265
+970
+6% +$40.3K 0.1% 123
2018
Q3 		$723K Buy
17,295
+459
+3% +$17.7K 0.09% 129
2018
Q2 		$579K Sell
16,836
-1,174
-7% -$40.1K 0.07% 135
2018
Q1 		$606K Sell
18,010
-1,618
-8% -$55.6K 0.08% 132
2017
Q4 		$674K Sell
19,628
-3,276
-14% -$112K 0.08% 133
2017
Q3 		$776K Sell
22,904
-445
-2% -$14.3K 0.1% 129
2017
Q2 		$744K Buy
23,349
+722
+3% +$22.8K 0.09% 130
2017
Q1 		$734K Buy
22,627
+1,368
+6% +$43.1K 0.1% 131
2016
Q4 		$655K Sell
21,259
-1,112
-5% -$33.9K 0.1% 123
2016
Q3 		$719K Buy
22,371
+2,654
+13% +$88.7K 0.11% 122
2016
Q2 		$659K Buy
19,717
+4,428
+29% +$141K 0.1% 127
2016
Q1 		$430K Buy
+15,289
New +$437K 0.07% 143

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sargent Bickham Lagudis's PFE Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its Pfizer (PFE) stake by 0.12% in Q4 2022, selling an estimated $10.4K and leaving 179,151 shares worth $9.18M. The position accounts for 0.75% of the portfolio, ranked #30.

Sargent Bickham Lagudis first reported a position in PFE in Q1 2016 and has held it in 28 quarters since. The position peaked at $18.9M in Q4 2021. 3,268 funds tracked by Wall St. Rank hold PFE as of Q4 2022.

  • Sargent Bickham Lagudis held 179,151 shares of Pfizer worth $9.18M as of Q4 2022.
  • Sargent Bickham Lagudis sold 216 Pfizer shares in Q4 2022, an estimated $10.4K.
  • Pfizer made up 0.75% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #30 holding.
  • Sargent Bickham Lagudis first reported a position in Pfizer in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's Pfizer position peaked at $18.9M in Q4 2021.
  • 3,268 funds tracked by Wall St. Rank held Pfizer as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.