Security National Bank of Sioux City Iowa’s Pfizer PFE Stock Holding History

Security National Bank of Sioux City Iowa’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	$333K	Sell	6,500 -300	-4%	-$14.4K	0.25%	74
2022 Q3	$298K	Sell	6,800 -290	-4%	-$14.1K	0.27%	73
2022 Q2	$372K	Sell	7,090 -400	-5%	-$20.4K	0.32%	70
2022 Q1	$388K	Buy	7,490 +290	+4%	+$15K	0.29%	69
2021 Q4	$425K	Hold	7,200	–	–	0.29%	69
2021 Q3	$310K	Buy	+7,200	New	+$319K	0.24%	73
2021 Q2	–	Sell	-7,200	Closed	-$261K	–	118
2021 Q1	$261K	Buy	+7,200	New	+$256K	0.21%	84
2019 Q3	–	Sell	-5,478	Closed	-$225K	–	93
2019 Q2	$225K	Hold	5,478	–	–	0.27%	75
2019 Q1	$221K	Hold	5,478	–	–	0.26%	78
2018 Q4	$227K	Sell	5,478 -178	-3%	-$7.39K	0.23%	72
2018 Q3	$236K	Buy	+5,656	New	+$218K	0.21%	78
2018 Q2	–	Sell	-6,713	Closed	-$226K	–	87
2018 Q1	$226K	Sell	6,713 -369	-5%	-$12.7K	0.21%	76
2017 Q4	$243K	Hold	7,082	–	–	0.22%	77
2017 Q3	$240K	Sell	7,082 -2,260	-24%	-$72.6K	0.23%	73
2017 Q2	$298K	Sell	9,342 -3,961	-30%	-$125K	0.29%	74
2017 Q1	$432K	Buy	+13,303	New	+$419K	0.43%	73
2015 Q2	–	Sell	-6,169	Closed	-$204K	–	78
2015 Q1	$204K	Buy	+6,169	New	+$196K	0.22%	73

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

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

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $3.05B AUM 42.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Security National Bank of Sioux City Iowa's PFE Position: Q4 2022 in Review

Security National Bank of Sioux City Iowa reduced its Pfizer (PFE) stake by 4.4% in Q4 2022, selling an estimated $14.4K and leaving 6,500 shares worth $333K. The position accounts for 0.25% of the portfolio, ranked #74.

Security National Bank of Sioux City Iowa first reported a position in PFE in Q1 2015 and has held it in 17 quarters since. The position peaked at $432K in Q1 2017. 3,268 funds tracked by Wall St. Rank hold PFE as of Q4 2022.

Security National Bank of Sioux City Iowa held 6,500 shares of Pfizer worth $333K as of Q4 2022.
Security National Bank of Sioux City Iowa sold 300 Pfizer shares in Q4 2022, an estimated $14.4K.
Pfizer made up 0.25% of Security National Bank of Sioux City Iowa's portfolio in Q4 2022, its #74 holding.
Security National Bank of Sioux City Iowa first reported a position in Pfizer in Q1 2015 and has held it in 17 quarters since.
Security National Bank of Sioux City Iowa's Pfizer position peaked at $432K in Q1 2017.
3,268 funds tracked by Wall St. Rank held Pfizer as of Q4 2022.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q4 2022, filed 16 Feb 2023.