Vickerman & Driscoll Financial Advisors’s Pfizer PFE Stock Holding History

Vickerman & Driscoll Financial Advisors’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	$1.96M	Buy	63,252 +22,756	+56%	+$775K	1.2%	26
2019 Q4	$1.5M	Sell	40,496 -85	-0.2%	-$3.03K	0.76%	37
2019 Q3	$1.38M	Hold	40,581	–	–	0.76%	42
2019 Q2	$1.67M	Sell	40,581 -97	-0.2%	-$3.85K	0.92%	39
2019 Q1	$1.64M	Sell	40,678 -2,597	-6%	-$104K	0.92%	36
2018 Q4	$1.79M	Buy	43,275 +3,424	+9%	+$142K	1.39%	19
2018 Q3	$1.67M	Sell	39,851 -2,399	-6%	-$92.4K	1.16%	25
2018 Q2	$1.45M	Sell	42,250 -14	-0%	-$478	1.06%	29
2018 Q1	$1.42M	Buy	42,264 +2,929	+7%	+$101K	1.05%	27
2017 Q4	$1.35M	Buy	+39,335	New	+$1.34M	1.06%	28

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

Norges Bank Oslo, Norway $935B AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Vickerman & Driscoll Financial Advisors's PFE Position: Q1 2020 in Review

Vickerman & Driscoll Financial Advisors increased its Pfizer (PFE) stake by 56% in Q1 2020, buying an estimated $775K and bringing the position to 63,252 shares worth $1.96M. The position accounts for 1.2% of the portfolio, ranked #26.

Vickerman & Driscoll Financial Advisors first reported a position in PFE in Q4 2017 and has held it in 10 quarters since. 2,438 funds tracked by Wall St. Rank hold PFE as of Q1 2020.

Vickerman & Driscoll Financial Advisors held 63,252 shares of Pfizer worth $1.96M as of Q1 2020.
Vickerman & Driscoll Financial Advisors bought 22,756 Pfizer shares in Q1 2020, an estimated $775K.
Pfizer made up 1.2% of Vickerman & Driscoll Financial Advisors's portfolio in Q1 2020, its #26 holding.
Vickerman & Driscoll Financial Advisors first reported a position in Pfizer in Q4 2017 and has held it in 10 quarters since.
2,438 funds tracked by Wall St. Rank held Pfizer as of Q1 2020.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.