Sunflower Bank Wealth Management’s Pfizer PFE Stock Holding History

Sunflower Bank Wealth 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 Q3	$1.84M	Sell	52,810 -4,927	-9%	-$173K	0.62%	25
2020 Q2	$1.79M	Sell	57,737 -601	-1%	-$20.4K	0.6%	23
2020 Q1	$1.81M	Buy	58,338 +7,130	+14%	+$243K	0.69%	24
2019 Q4	$1.9M	Sell	51,208 -2,969	-5%	-$106K	0.58%	26
2019 Q3	$1.85M	Buy	54,177 +691	+1%	+$25.1K	0.59%	28
2019 Q2	$2.2M	Sell	53,486 -633	-1%	-$25.1K	0.71%	25
2019 Q1	$2.18M	Sell	54,119 -6,397	-11%	-$256K	0.66%	27
2018 Q4	$2.51M	Sell	60,516 -5,987	-9%	-$249K	0.8%	26
2018 Q3	$2.78M	Sell	66,503 -2,055	-3%	-$79.1K	0.78%	25
2018 Q2	$2.36M	Sell	68,558 -2,329	-3%	-$79.6K	0.69%	29
2018 Q1	$2.39M	Sell	70,887 -690	-1%	-$23.7K	0.66%	30
2017 Q4	$2.46M	Sell	71,577 -1,961	-3%	-$66.9K	0.66%	28
2017 Q3	$2.49M	Sell	73,538 -57,875	-44%	-$1.86M	0.9%	20
2017 Q2	$4.19M	Sell	131,413 -6,978	-5%	-$220K	1.42%	15
2017 Q1	$4.49M	Buy	138,391 +7,520	+6%	+$237K	1.53%	14
2016 Q4	$4.03M	Sell	130,871 -675	-0.5%	-$20.6K	1.44%	13
2016 Q3	$4.23M	Sell	131,546 -47	-0%	-$1.57K	1.55%	13
2016 Q2	$4.39M	Sell	131,593 -1,428	-1%	-$45.6K	1.54%	14
2016 Q1	$3.74M	Sell	133,021 -3,009	-2%	-$85.9K	1.34%	15
2015 Q4	$4.17M	Sell	136,030 -4,422	-3%	-$139K	1.46%	16
2015 Q3	$4.18M	Sell	140,452 -3,104	-2%	-$99.5K	1.53%	14
2015 Q2	$4.57M	Sell	143,556 -3,499	-2%	-$114K	1.55%	15
2015 Q1	$4.85M	Buy	147,055 +47	+0%	+$1.49K	1.6%	13
2014 Q4	$4.34M	Buy	147,008 +10,063	+7%	+$289K	1.38%	13
2014 Q3	$3.84M	Buy	136,945 +1,512	+1%	+$42.4K	1.31%	14
2014 Q2	$3.81M	Buy	135,433 +29,312	+28%	+$836K	1.55%	13
2014 Q1	$3.23M	Sell	106,121 -758	-0.7%	-$22.6K	1.57%	13
2013 Q4	$3.11M	Sell	106,879 -116	-0.1%	-$3.38K	1.57%	13
2013 Q3	$2.92M	Buy	106,995 +5,044	+5%	+$137K	1.58%	11
2013 Q2	$2.71M	Buy	+101,951	New	+$2.82M	1.47%	13

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sunflower Bank Wealth Management's PFE Position: Q3 2020 in Review

Sunflower Bank Wealth Management reduced its Pfizer (PFE) stake by 8.5% in Q3 2020, selling an estimated $173K and leaving 52,810 shares worth $1.84M. The position accounts for 0.62% of the portfolio, ranked #25.

Sunflower Bank Wealth Management first reported a position in PFE in Q2 2013 and has held it in 30 quarters since. The position peaked at $4.85M in Q1 2015. 2,509 funds tracked by Wall St. Rank hold PFE as of Q3 2020.

Sunflower Bank Wealth Management held 52,810 shares of Pfizer worth $1.84M as of Q3 2020.
Sunflower Bank Wealth Management sold 4,927 Pfizer shares in Q3 2020, an estimated $173K.
Pfizer made up 0.62% of Sunflower Bank Wealth Management's portfolio in Q3 2020, its #25 holding.
Sunflower Bank Wealth Management first reported a position in Pfizer in Q2 2013 and has held it in 30 quarters since.
Sunflower Bank Wealth Management's Pfizer position peaked at $4.85M in Q1 2015.
2,509 funds tracked by Wall St. Rank held Pfizer as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.