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 $5.7T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group

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

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

Geode Capital Management

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

Capital World Investors

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

Norges Bank Oslo, Norway $935B AUM

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

Massachusetts Financial Services

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