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Swaine & Leidel Wealth Services’s Pfizer PFE Stock Holding History

Swaine & Leidel Wealth 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
Q2 		– Sell
-88,892
Closed -$2.75M – 58
2020
Q1 		$2.75M Buy
+88,892
New +$3.03M 2.86% 16

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Swaine & Leidel Wealth Services's PFE Position: Q2 2020 in Review

Swaine & Leidel Wealth Services sold out of Pfizer (PFE) in Q2 2020, closing a stake of 88,892 shares — an estimated $2.75M sold.

Swaine & Leidel Wealth Services first reported a position in PFE in Q1 2020 and held it in 1 quarter. The position peaked at $2.75M in Q1 2020. 2,442 funds tracked by Wall St. Rank hold PFE as of Q2 2020.

  • Swaine & Leidel Wealth Services reported no remaining Pfizer position as of Q2 2020 after selling out during the quarter.
  • Swaine & Leidel Wealth Services sold 88,892 Pfizer shares in Q2 2020, an estimated $2.75M.
  • Swaine & Leidel Wealth Services first reported a position in Pfizer in Q1 2020 and held it in 1 quarter.
  • Swaine & Leidel Wealth Services's Pfizer position peaked at $2.75M in Q1 2020.
  • 2,442 funds tracked by Wall St. Rank held Pfizer as of Q2 2020.

Based on Swaine & Leidel Wealth Services's 13F filing for Q2 2020, filed 5 Aug 2020.