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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
2016
Q2 		– Sell
-63,240
Closed -$1.78M – 62
2016
Q1 		$1.78M Buy
+63,240
New +$1.81M 1.1% 22

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