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Winslow Evans & Crocker’s Pfizer PFE Stock Holding History

Winslow Evans & Crocker’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 		$1.81M Sell
55,588
-7,454
-12% -$273K 0.34% 63
2020
Q3 		$2.19M Buy
63,042
+196
+0.3% +$6.87K 0.54% 42
2020
Q2 		$1.95M Sell
62,846
-1,870
-3% -$63.5K 0.52% 44
2020
Q1 		$2.01M Sell
64,716
-4,127
-6% -$141K 0.66% 35
2019
Q4 		$2.56M Buy
68,843
+1,623
+2% +$57.8K 0.65% 35
2019
Q3 		$2.29M Sell
67,220
-3,059
-4% -$111K 0.64% 33
2019
Q2 		$2.89M Buy
70,279
+1,234
+2% +$49K 0.81% 22
2019
Q1 		$2.78M Buy
69,045
+3,343
+5% +$134K 0.79% 24
2018
Q4 		$2.72M Buy
65,702
+20,154
+44% +$837K 0.91% 22
2018
Q3 		$1.91M Buy
45,548
+169
+0.4% +$6.51K 0.58% 38
2018
Q2 		$1.56M Sell
45,379
-1,229
-3% -$42K 0.49% 47
2018
Q1 		$1.57M Sell
46,608
-263
-0.6% -$9.04K 0.51% 47
2017
Q4 		$1.61M Sell
46,871
-59
-0.1% -$2.01K 0.52% 46
2017
Q3 		$1.59M Sell
46,930
-14,736
-24% -$474K 0.53% 45
2017
Q2 		$1.97M Buy
61,666
+11,287
+22% +$356K 0.54% 41
2017
Q1 		$1.64M Sell
50,379
-1,027
-2% -$32.4K 0.51% 43
2016
Q4 		$1.58M Sell
51,406
-5,405
-10% -$165K 0.49% 48
2016
Q3 		$1.83M Buy
56,811
+612
+1% +$20.5K 0.52% 43
2016
Q2 		$1.88M Buy
56,199
+7,954
+16% +$254K 0.56% 41
2016
Q1 		$1.36M Sell
48,245
-1,070
-2% -$30.6K 0.41% 60
2015
Q4 		$1.51M Buy
49,315
+23,431
+91% +$737K 0.43% 55
2015
Q3 		$771K Sell
25,884
-1,136
-4% -$36.4K 0.24% 93
2015
Q2 		$860K Sell
27,020
-7,697
-22% -$251K 0.24% 95
2015
Q1 		$1.15M Buy
34,717
+2,020
+6% +$64.2K 0.32% 70
2014
Q4 		$966K Sell
32,697
-582
-2% -$16.7K 0.28% 87
2014
Q3 		$934K Buy
33,279
+3,710
+13% +$104K 0.27% 96
2014
Q2 		$833K Buy
29,569
+2,396
+9% +$68.3K 0.28% 101
2014
Q1 		$828K Sell
27,173
-6,434
-19% -$192K 0.29% 84
2013
Q4 		$977K Buy
+33,607
New +$978K 0.33% 74

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

Winslow Evans & Crocker's PFE Position: Q4 2020 in Review

Winslow Evans & Crocker reduced its Pfizer (PFE) stake by 12% in Q4 2020, selling an estimated $273K and leaving 55,588 shares worth $1.81M. The position accounts for 0.34% of the portfolio, ranked #63.

Winslow Evans & Crocker first reported a position in PFE in Q4 2013 and has held it in 29 quarters since. The position peaked at $2.89M in Q2 2019. 2,674 funds tracked by Wall St. Rank hold PFE as of Q4 2020.

  • Winslow Evans & Crocker held 55,588 shares of Pfizer worth $1.81M as of Q4 2020.
  • Winslow Evans & Crocker sold 7,454 Pfizer shares in Q4 2020, an estimated $273K.
  • Pfizer made up 0.34% of Winslow Evans & Crocker's portfolio in Q4 2020, its #63 holding.
  • Winslow Evans & Crocker first reported a position in Pfizer in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's Pfizer position peaked at $2.89M in Q2 2019.
  • 2,674 funds tracked by Wall St. Rank held Pfizer as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.