Sharkey, Howes & Javer’s Pfizer PFE Stock Holding History

Sharkey, Howes & Javer’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 Q3	–	Sell	-4,836	Closed	-$254K	–	111
2022 Q2	$254K	Buy	+4,836	New	+$246K	0.06%	79
2019 Q3	–	Sell	-2,389	Closed	-$98K	–	138
2019 Q2	$98K	Buy	2,389 +377	+19%	+$15K	0.04%	86
2019 Q1	$81K	Hold	2,012	–	–	0.04%	93
2018 Q4	$83K	Hold	2,012	–	–	0.05%	86
2018 Q3	$84K	Hold	2,012	–	–	0.04%	92
2018 Q2	$69K	Hold	2,012	–	–	0.04%	89
2018 Q1	$67K	Buy	2,012 +706	+54%	+$24.3K	0.04%	78
2017 Q4	$45K	Hold	1,306	–	–	0.03%	96
2017 Q3	$45K	Hold	1,306	–	–	0.02%	93
2017 Q2	$42K	Sell	1,306 -26	-2%	-$820	0.02%	92
2017 Q1	$43K	Buy	1,332 +26	+2%	+$820	0.02%	98
2016 Q4	$40K	Hold	1,306	–	–	0.02%	106
2016 Q3	$42K	Hold	1,306	–	–	0.03%	99
2016 Q2	$44K	Hold	1,306	–	–	0.03%	96
2016 Q1	$37K	Hold	1,306	–	–	0.03%	107
2015 Q4	$40K	Hold	1,306	–	–	0.03%	111
2015 Q3	$41K	Hold	1,306	–	–	0.03%	107
2015 Q2	$42K	Sell	1,306 -488	-27%	-$15.9K	0.03%	89
2015 Q1	$59K	Buy	+1,794	New	+$57K	0.04%	82

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

Capital World Investors

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

Wellington Management Group

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return