Security National Bank of So Dak’s Pfizer PFE Stock Holding History

Security National Bank of So Dak’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
2023 Q4	–	Sell	-6,300	Closed	-$209K	–	99
2023 Q3	$209K	Hold	6,300	–	–	0.15%	94
2023 Q2	$231K	Buy	+6,300	New	+$245K	0.17%	91
2022 Q4	$327K	Hold	6,385	–	–	0.24%	78
2022 Q3	$279K	Hold	6,385	–	–	0.25%	77
2022 Q2	$335K	Sell	6,385 -15	-0.2%	-$764	0.28%	72
2022 Q1	$331K	Buy	6,400 +2,500	+64%	+$130K	0.23%	78
2021 Q4	$230K	Buy	+3,900	New	+$193K	0.15%	95
2021 Q3	–	Sell	-7,200	Closed	-$282K	–	111
2021 Q2	$282K	Buy	+7,200	New	+$280K	0.22%	80
2015 Q2	–	Sell	-6,106	Closed	-$202K	–	68
2015 Q1	$202K	Buy	+6,106	New	+$194K	0.32%	65
2013 Q3	–	Sell	-8,972	Closed	-$238K	–	71
2013 Q2	$238K	Buy	+8,972	New	+$248K	0.41%	69

Other funds holding PFE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Security National Bank of So Dak's PFE Position: Q4 2023 in Review

Security National Bank of So Dak sold out of Pfizer (PFE) in Q4 2023, closing a stake of 6,300 shares — an estimated $209K sold.

Security National Bank of So Dak first reported a position in PFE in Q2 2013 and held it in 10 quarters. The position peaked at $335K in Q2 2022. 2,936 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

Security National Bank of So Dak reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
Security National Bank of So Dak sold 6,300 Pfizer shares in Q4 2023, an estimated $209K.
Security National Bank of So Dak first reported a position in Pfizer in Q2 2013 and held it in 10 quarters.
Security National Bank of So Dak's Pfizer position peaked at $335K in Q2 2022.
2,936 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on Security National Bank of So Dak's 13F filing for Q4 2023, filed 16 Feb 2024.