Sentinel Pension Advisors’s Pfizer PFE Stock Holding History

Sentinel Pension Advisors’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
2024 Q2	–	Sell	-8,388	Closed	-$233K	–	115
2024 Q1	$233K	Buy	+8,388	New	+$233K	0.05%	94
2023 Q3	–	Sell	-5,812	Closed	-$213K	–	102
2023 Q2	$213K	Sell	5,812 -5,047	-46%	-$196K	0.05%	94
2023 Q1	$451K	Buy	10,859 +2,884	+36%	+$125K	0.11%	66
2022 Q4	$409K	Buy	7,975 +100	+1%	+$4.79K	0.13%	62
2022 Q3	$345K	Sell	7,875 -55	-0.7%	-$2.67K	0.12%	63
2022 Q2	$416K	Buy	7,930 +156	+2%	+$7.95K	0.14%	64
2022 Q1	$402K	Sell	7,774 -104	-1%	-$5.4K	0.14%	65
2021 Q4	$465K	Buy	7,878 +604	+8%	+$29.9K	0.15%	64
2021 Q3	$313K	Hold	7,274	–	–	0.11%	72
2021 Q2	$285K	Buy	+7,274	New	+$283K	0.1%	70
2021 Q1	–	Sell	-17,274	Closed	-$636K	–	74
2020 Q4	$636K	Buy	17,274 +9,491	+122%	+$348K	0.23%	47
2020 Q3	$271K	Buy	7,783 +380	+5%	+$13.3K	0.1%	71
2020 Q2	$230K	Hold	7,403	–	–	0.1%	68
2020 Q1	$229K	Buy	+7,403	New	+$252K	0.11%	64

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sentinel Pension Advisors's PFE Position: Q2 2024 in Review

Sentinel Pension Advisors sold out of Pfizer (PFE) in Q2 2024, closing a stake of 8,388 shares — an estimated $233K sold.

Sentinel Pension Advisors first reported a position in PFE in Q1 2020 and held it in 14 quarters. The position peaked at $636K in Q4 2020. 2,879 funds tracked by Wall St. Rank hold PFE as of Q2 2024.

Sentinel Pension Advisors reported no remaining Pfizer position as of Q2 2024 after selling out during the quarter.
Sentinel Pension Advisors sold 8,388 Pfizer shares in Q2 2024, an estimated $233K.
Sentinel Pension Advisors first reported a position in Pfizer in Q1 2020 and held it in 14 quarters.
Sentinel Pension Advisors's Pfizer position peaked at $636K in Q4 2020.
2,879 funds tracked by Wall St. Rank held Pfizer as of Q2 2024.

Based on Sentinel Pension Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.