Sun Life Financial’s Pfizer PFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-9,411
| Closed | -$341K | – | 384 |
|
|
2021
Q1 | $341K | Buy |
9,411
+1,081
| +13% | +$38.4K | 0.03% | 85 |
|
|
2020
Q4 | $307K | Sell |
8,330
-9,558
| -53% | -$351K | 0.04% | 84 |
|
|
2020
Q3 | $623K | Sell |
17,888
-2,262
| -11% | -$79.3K | 0.1% | 63 |
|
|
2020
Q2 | $625K | Sell |
20,150
-39
| -0.2% | -$1.32K | 0.12% | 56 |
|
|
2020
Q1 | $625K | Buy |
20,189
+16,798
| +495% | +$572K | 0.16% | 43 |
|
|
2019
Q4 | $126K | Sell |
3,391
-1,364
| -29% | -$48.6K | 0.03% | 113 |
|
|
2019
Q3 | $162K | Buy |
4,755
+28
| +0.6% | +$1.02K | 0.04% | 204 |
|
|
2019
Q2 | $194K | Sell |
4,727
-5,235
| -53% | -$208K | 0.05% | 182 |
|
|
2019
Q1 | $401K | Sell |
9,962
-38,946
| -80% | -$1.56M | 0.09% | 128 |
|
|
2018
Q4 | $2.02M | Buy |
48,908
+403
| +0.8% | +$16.7K | 0.43% | 22 |
|
|
2018
Q3 | $2.03M | Sell |
48,505
-8,619
| -15% | -$332K | 0.37% | 35 |
|
|
2018
Q2 | $1.97M | Buy |
57,124
+54,693
| +2,250% | +$1.87M | 0.28% | 41 |
|
|
2018
Q1 | $65K | Sell |
2,431
-53,037
| -96% | -$1.82M | 0.58% | 29 |
|
|
2017
Q4 | $1.91M | Sell |
55,468
-2,710
| -5% | -$92.4K | 0.2% | 42 |
|
|
2017
Q3 | $1.97M | Buy |
58,178
+5,572
| +11% | +$179K | 0.19% | 46 |
|
|
2017
Q2 | $1.68M | Buy |
52,606
+52,258
| +15,017% | +$1.65M | 0.18% | 48 |
|
|
2017
Q1 | $9.65K | Buy |
348
+72
| +26% | +$2.27K | 0.02% | 57 |
|
|
2016
Q4 | $8.07K | Sell |
276
-7,414
| -96% | -$226K | 0.09% | 35 |
|
|
2016
Q3 | $247K | Sell |
7,690
-11,240
| -59% | -$376K | 0.03% | 56 |
|
|
2016
Q2 | $632K | Sell |
18,930
-13,302
| -41% | -$425K | 0.07% | 64 |
|
|
2016
Q1 | $45K | Sell |
32,232
-9,575
| -23% | -$274K | 0.09% | 42 |
|
|
2015
Q4 | $1.28M | Sell |
41,807
-13,543
| -24% | -$426K | 0.18% | 52 |
|
|
2015
Q3 | $1.65M | Sell |
55,350
-30,538
| -36% | -$979K | 0.35% | 41 |
|
|
2015
Q2 | $2.73M | Hold |
85,888
| – | – | 0.29% | 44 |
|
|
2015
Q1 | $2.83M | Sell |
85,888
-18,673
| -18% | -$594K | 0.29% | 40 |
|
|
2014
Q4 | $3.09M | Sell |
104,561
-14,665
| -12% | -$420K | 0.32% | 47 |
|
|
2014
Q3 | $3.35M | Sell |
119,226
-18,195
| -13% | -$511K | 0.35% | 44 |
|
|
2014
Q2 | $3.87M | Sell |
137,421
-14,113
| -9% | -$402K | 0.4% | 41 |
|
|
2014
Q1 | $4.62M | Sell |
151,534
-75,006
| -33% | -$2.24M | 0.46% | 41 |
|
|
2013
Q4 | $6.58M | Sell |
226,540
-69,568
| -23% | -$2.02M | 0.58% | 39 |
|
|
2013
Q3 | $8.07M | Sell |
296,108
-16,873
| -5% | -$459K | 0.72% | 34 |
|
|
2013
Q2 | $8.32M | Buy |
+312,981
| New | +$8.65M | 0.7% | 33 |
|
Other funds holding PFE
Sun Life Financial's PFE Position: Q2 2021 in Review
Sun Life Financial sold out of Pfizer (PFE) in Q2 2021, closing a stake of 9,411 shares — an estimated $341K sold.
Sun Life Financial first reported a position in PFE in Q2 2013 and held it in 32 quarters. The position peaked at $8.32M in Q2 2013. 2,732 funds tracked by Wall St. Rank hold PFE as of Q2 2021.
- Sun Life Financial reported no remaining Pfizer position as of Q2 2021 after selling out during the quarter.
- Sun Life Financial sold 9,411 Pfizer shares in Q2 2021, an estimated $341K.
- Sun Life Financial first reported a position in Pfizer in Q2 2013 and held it in 32 quarters.
- Sun Life Financial's Pfizer position peaked at $8.32M in Q2 2013.
- 2,732 funds tracked by Wall St. Rank held Pfizer as of Q2 2021.
Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.