Squar Milner Financial Services’s Pfizer PFE Stock Holding History

Squar Milner Financial Services’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
2020 Q3	–	Sell	-30,682	Closed	-$952K	–	142
2020 Q2	$952K	Buy	30,682 +6,985	+29%	+$237K	0.54%	45
2020 Q1	$733K	Buy	23,697 +2,111	+10%	+$71.9K	0.44%	41
2019 Q4	$802K	Sell	21,586 -15,130	-41%	-$539K	0.4%	44
2019 Q3	$1.28M	Buy	36,716 +14,115	+62%	+$513K	0.65%	35
2019 Q2	$929K	Buy	22,601 +1,116	+5%	+$44.3K	0.63%	27
2019 Q1	$865K	Buy	21,485 +1,594	+8%	+$63.8K	0.64%	28
2018 Q4	$824K	Buy	19,891 +260	+1%	+$10.8K	0.79%	22
2018 Q3	$821K	Sell	19,631 -6,737	-26%	-$259K	0.74%	21
2018 Q2	$908K	Sell	26,368 -142	-0.5%	-$4.85K	0.8%	20
2018 Q1	$893K	Buy	26,510 +1,173	+5%	+$40.3K	1.13%	18
2017 Q4	$938K	Buy	+25,337	New	+$864K	1.14%	18

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Squar Milner Financial Services's PFE Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Pfizer (PFE) in Q3 2020, closing a stake of 30,682 shares — an estimated $952K sold.

Squar Milner Financial Services first reported a position in PFE in Q4 2017 and held it in 11 quarters. The position peaked at $1.28M in Q3 2019. 2,509 funds tracked by Wall St. Rank hold PFE as of Q3 2020.

Squar Milner Financial Services reported no remaining Pfizer position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 30,682 Pfizer shares in Q3 2020, an estimated $952K.
Squar Milner Financial Services first reported a position in Pfizer in Q4 2017 and held it in 11 quarters.
Squar Milner Financial Services's Pfizer position peaked at $1.28M in Q3 2019.
2,509 funds tracked by Wall St. Rank held Pfizer as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.