Wittenberg Investment Management’s Pfizer PFE Stock Holding History

Wittenberg Investment 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 Q2	–	Sell	-8,757	Closed	-$271K	–	76
2020 Q1	$271K	Sell	8,757 -959	-10%	-$32.7K	0.15%	56
2019 Q4	$361K	Sell	9,716 -479	-5%	-$17.1K	0.14%	58
2019 Q3	$348K	Sell	10,195 -480	-4%	-$17.5K	0.15%	57
2019 Q2	$439K	Sell	10,675 -850	-7%	-$33.8K	0.19%	57
2019 Q1	$464K	Hold	11,525	–	–	0.2%	57
2018 Q4	$477K	Sell	11,525 -792	-6%	-$32.9K	0.22%	54
2018 Q3	$515K	Sell	12,317 -319	-3%	-$12.3K	0.21%	53
2018 Q2	$435K	Hold	12,636	–	–	0.18%	55
2018 Q1	$425K	Sell	12,636 -1,054	-8%	-$36.2K	0.18%	56
2017 Q4	$470K	Sell	13,690 -161	-1%	-$5.49K	0.2%	52
2017 Q3	$469K	Sell	13,851 -642	-4%	-$20.6K	0.2%	54
2017 Q2	$462K	Buy	14,493 +243	+2%	+$7.66K	0.21%	54
2017 Q1	$463K	Hold	14,250	–	–	0.22%	51
2016 Q4	$439K	Buy	+14,250	New	+$435K	0.2%	58

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wittenberg Investment Management's PFE Position: Q2 2020 in Review

Wittenberg Investment Management sold out of Pfizer (PFE) in Q2 2020, closing a stake of 8,757 shares — an estimated $271K sold.

Wittenberg Investment Management first reported a position in PFE in Q4 2016 and held it in 14 quarters. The position peaked at $515K in Q3 2018. 2,443 funds tracked by Wall St. Rank hold PFE as of Q2 2020.

Wittenberg Investment Management reported no remaining Pfizer position as of Q2 2020 after selling out during the quarter.
Wittenberg Investment Management sold 8,757 Pfizer shares in Q2 2020, an estimated $271K.
Wittenberg Investment Management first reported a position in Pfizer in Q4 2016 and held it in 14 quarters.
Wittenberg Investment Management's Pfizer position peaked at $515K in Q3 2018.
2,443 funds tracked by Wall St. Rank held Pfizer as of Q2 2020.

Based on Wittenberg Investment Management's 13F filing for Q2 2020, filed 7 Aug 2020.