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United Capital Management of KS’s Pfizer PFE Stock Holding History

United Capital Management of KS’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
Q1 		– Sell
-40,644
Closed -$1.51M – 106
2019
Q4 		$1.51M Buy
40,644
+4,442
+12% +$158K 0.96% 39
2019
Q3 		$1.23M Buy
36,202
+1,911
+6% +$69.5K 0.9% 41
2019
Q2 		$1.42M Buy
34,291
+226
+0.7% +$8.97K 1.08% 33
2019
Q1 		$1.27M Buy
34,065
+1,302
+4% +$52.1K 1% 34
2018
Q4 		$1.36M Buy
32,763
+781
+2% +$32.4K 1.26% 26
2018
Q3 		$1.31M Buy
+31,982
New +$1.23M 1.06% 31

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

United Capital Management of KS's PFE Position: Q1 2020 in Review

United Capital Management of KS sold out of Pfizer (PFE) in Q1 2020, closing a stake of 40,644 shares — an estimated $1.51M sold.

United Capital Management of KS first reported a position in PFE in Q3 2018 and held it in 6 quarters. The position peaked at $1.51M in Q4 2019. 2,438 funds tracked by Wall St. Rank hold PFE as of Q1 2020.

  • United Capital Management of KS reported no remaining Pfizer position as of Q1 2020 after selling out during the quarter.
  • United Capital Management of KS sold 40,644 Pfizer shares in Q1 2020, an estimated $1.51M.
  • United Capital Management of KS first reported a position in Pfizer in Q3 2018 and held it in 6 quarters.
  • United Capital Management of KS's Pfizer position peaked at $1.51M in Q4 2019.
  • 2,438 funds tracked by Wall St. Rank held Pfizer as of Q1 2020.

Based on United Capital Management of KS's 13F filing for Q1 2020, filed 4 May 2020.