Swift Run Capital Management’s Pfizer PFE Stock Holding History

Swift Run Capital 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	$273K	Buy	+7,406	New	+$272K	0.53%	39
2020 Q1	–	Sell	-5,433	Closed	-$202K	–	60
2019 Q4	$202K	Buy	+5,433	New	+$194K	0.26%	30
2019 Q3	–	Sell	-5,433	Closed	-$223K	–	41
2019 Q2	$223K	Sell	5,433 -21	-0.4%	-$834	0.21%	35
2019 Q1	$220K	Hold	5,454	–	–	0.2%	36
2018 Q4	$226K	Hold	5,454	–	–	0.24%	33
2018 Q3	$228K	Buy	+5,454	New	+$210K	0.2%	35
2016 Q2	–	Sell	-5,814	Closed	-$163K	–	61
2016 Q1	$163K	Buy	+5,814	New	+$166K	0.1%	50

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

Swift Run Capital Management's PFE Position: Q4 2020 in Review

Swift Run Capital Management opened a new position in Pfizer (PFE) in Q4 2020: 7,406 shares worth $273K. The stake represents 0.53% of the portfolio and ranks #39 among its holdings. This is a return to the name: Swift Run Capital Management previously reported a position in PFE as recently as Q4 2019.

Swift Run Capital Management first reported a position in PFE in Q1 2016 and has held it in 7 quarters since. 2,674 funds tracked by Wall St. Rank hold PFE as of Q4 2020.

Swift Run Capital Management held 7,406 shares of Pfizer worth $273K as of Q4 2020.
Pfizer was a new Swift Run Capital Management position in Q4 2020.
Pfizer made up 0.53% of Swift Run Capital Management's portfolio in Q4 2020, its #39 holding.
Swift Run Capital Management first reported a position in Pfizer in Q1 2016 and has held it in 7 quarters since.
2,674 funds tracked by Wall St. Rank held Pfizer as of Q4 2020.

Based on Swift Run Capital Management's 13F filing for Q4 2020, filed 2 Feb 2021.