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Swarthmore Group’s Pfizer PFE Stock Holding History

Swarthmore Group’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
2022
Q2 		$481K Sell
9,181
-113,319
-93% -$5.77M 0.19% 9
2022
Q1 		$6.34M Sell
122,500
-1,133
-0.9% -$58.8K 1.62% 17
2021
Q4 		$7.3M Buy
+123,633
New +$6.13M 1.74% 21
2018
Q1 		– Sell
-12,964
Closed -$446K – 46
2017
Q4 		$446K Sell
12,964
-843
-6% -$28.7K 0.1% 39
2017
Q3 		$468K Buy
+13,807
New +$444K 0.11% 38

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Swarthmore Group's PFE Position: Q2 2022 in Review

Swarthmore Group reduced its Pfizer (PFE) stake by 93% in Q2 2022, selling an estimated $5.77M and leaving 9,181 shares worth $481K. The position accounts for 0.19% of the portfolio, ranked #9.

Swarthmore Group first reported a position in PFE in Q3 2017 and has held it in 5 quarters since. The position peaked at $7.3M in Q4 2021. 3,158 funds tracked by Wall St. Rank hold PFE as of Q2 2022.

  • Swarthmore Group held 9,181 shares of Pfizer worth $481K as of Q2 2022.
  • Swarthmore Group sold 113,319 Pfizer shares in Q2 2022, an estimated $5.77M.
  • Pfizer made up 0.19% of Swarthmore Group's portfolio in Q2 2022, its #9 holding.
  • Swarthmore Group first reported a position in Pfizer in Q3 2017 and has held it in 5 quarters since.
  • Swarthmore Group's Pfizer position peaked at $7.3M in Q4 2021.
  • 3,158 funds tracked by Wall St. Rank held Pfizer as of Q2 2022.

Based on Swarthmore Group's 13F filing for Q2 2022, filed 20 Jul 2022.