Yorktown Management & Research Company’s Pfizer PFE Stock Holding History

Yorktown Management & Research Company’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 Q3	–	Sell	-9,012	Closed	-$280K	–	261
2020 Q2	$280K	Buy	+9,012	New	+$306K	0.25%	213
2019 Q2	–	Sell	-52,700	Closed	-$2.12M	–	344
2019 Q1	$2.12M	Hold	52,700	–	–	0.69%	29
2018 Q4	$2.18M	Sell	52,700 -6,219	-11%	-$258K	0.72%	28
2018 Q3	$2.46M	Hold	58,919	–	–	0.72%	28
2018 Q2	$2.03M	Hold	58,919	–	–	0.59%	35
2018 Q1	$1.98M	Hold	58,919	–	–	0.59%	40
2017 Q4	$2.02M	Buy	58,919 +20,553	+54%	+$701K	0.58%	35
2017 Q3	$1.3M	Hold	38,366	–	–	0.34%	49
2017 Q2	$1.22M	Hold	38,366	–	–	0.39%	47
2017 Q1	$1.25M	Hold	38,366	–	–	0.32%	66
2016 Q4	$1.18M	Buy	+38,366	New	+$1.17M	0.3%	64
2016 Q3	–	Sell	-6,219	Closed	-$208K	–	318
2016 Q2	$208K	Buy	+6,219	New	+$198K	0.05%	271
2016 Q1	–	Sell	-79,999	Closed	-$2.45M	–	402
2015 Q4	$2.45M	Sell	79,999 -31,620	-28%	-$995K	0.43%	68
2015 Q3	$3.33M	Buy	111,619 +42,160	+61%	+$1.35M	0.55%	48
2015 Q2	$2.21M	Buy	69,459 +63,240	+1,017%	+$2.06M	0.39%	74
2015 Q1	$205K	Buy	+6,219	New	+$198K	0.04%	433

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

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

Yorktown Management & Research Company's PFE Position: Q3 2020 in Review

Yorktown Management & Research Company sold out of Pfizer (PFE) in Q3 2020, closing a stake of 9,012 shares — an estimated $280K sold.

Yorktown Management & Research Company first reported a position in PFE in Q1 2015 and held it in 16 quarters. The position peaked at $3.33M in Q3 2015. 2,508 funds tracked by Wall St. Rank hold PFE as of Q3 2020.

Yorktown Management & Research Company reported no remaining Pfizer position as of Q3 2020 after selling out during the quarter.
Yorktown Management & Research Company sold 9,012 Pfizer shares in Q3 2020, an estimated $280K.
Yorktown Management & Research Company first reported a position in Pfizer in Q1 2015 and held it in 16 quarters.
Yorktown Management & Research Company's Pfizer position peaked at $3.33M in Q3 2015.
2,508 funds tracked by Wall St. Rank held Pfizer as of Q3 2020.

Based on Yorktown Management & Research Company's 13F filing for Q3 2020, filed 6 Nov 2020.