Suncoast Equity Management’s Pfizer PFE Stock Holding History

Suncoast Equity Management’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 Q4	–	Sell	-6,533	Closed	-$227K	–	47
2020 Q3	$227K	Sell	6,533 -139	-2%	-$4.87K	0.04%	35
2020 Q2	$207K	Buy	+6,672	New	+$227K	0.04%	39
2020 Q1	–	Sell	-6,362	Closed	-$236K	–	50
2019 Q4	$236K	Sell	6,362 -51	-0.8%	-$1.82K	0.05%	47
2019 Q3	$219K	Buy	6,413 +153	+2%	+$5.56K	0.05%	39
2019 Q2	$257K	Buy	6,260 +44	+0.7%	+$1.75K	0.05%	35
2019 Q1	$250K	Buy	6,216 +42	+0.7%	+$1.68K	0.06%	36
2018 Q4	$256K	Buy	+6,174	New	+$256K	0.07%	33

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

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

Norges Bank Oslo, Norway $935B AUM

Suncoast Equity Management's PFE Position: Q4 2020 in Review

Suncoast Equity Management sold out of Pfizer (PFE) in Q4 2020, closing a stake of 6,533 shares — an estimated $227K sold.

Suncoast Equity Management first reported a position in PFE in Q4 2018 and held it in 7 quarters. The position peaked at $257K in Q2 2019. 2,675 funds tracked by Wall St. Rank hold PFE as of Q4 2020.

Suncoast Equity Management reported no remaining Pfizer position as of Q4 2020 after selling out during the quarter.
Suncoast Equity Management sold 6,533 Pfizer shares in Q4 2020, an estimated $227K.
Suncoast Equity Management first reported a position in Pfizer in Q4 2018 and held it in 7 quarters.
Suncoast Equity Management's Pfizer position peaked at $257K in Q2 2019.
2,675 funds tracked by Wall St. Rank held Pfizer as of Q4 2020.

Based on Suncoast Equity Management's 13F filing for Q4 2020, filed 9 Feb 2021.