3D/L Capital Management’s Pfizer PFE Stock Holding History

3D/L Capital 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
2023 Q4	–	Sell	-11,490	Closed	-$381K	–	55
2023 Q3	$381K	Buy	11,490 +749	+7%	+$26.5K	0.12%	64
2023 Q2	$394K	Buy	10,741 +1	+0%	+$39	0.11%	68
2023 Q1	$438K	Buy	10,740 +215	+2%	+$9.29K	0.12%	68
2022 Q4	$539K	Buy	10,525 +274	+3%	+$13.1K	0.15%	58
2022 Q3	$449K	Hold	10,251	–	–	0.13%	61
2022 Q2	$537K	Hold	10,251	–	–	0.15%	55
2022 Q1	$531K	Hold	10,251	–	–	0.13%	70
2021 Q4	$605K	Hold	10,251	–	–	0.14%	56
2021 Q3	$441K	Hold	10,251	–	–	0.11%	77
2021 Q2	$401K	Hold	10,251	–	–	0.1%	82
2021 Q1	$371K	Buy	+10,251	New	+$364K	0.09%	80

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

3D/L Capital Management's PFE Position: Q4 2023 in Review

3D/L Capital Management sold out of Pfizer (PFE) in Q4 2023, closing a stake of 11,490 shares — an estimated $381K sold.

3D/L Capital Management first reported a position in PFE in Q1 2021 and held it in 11 quarters. The position peaked at $605K in Q4 2021. 2,935 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

3D/L Capital Management reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
3D/L Capital Management sold 11,490 Pfizer shares in Q4 2023, an estimated $381K.
3D/L Capital Management first reported a position in Pfizer in Q1 2021 and held it in 11 quarters.
3D/L Capital Management's Pfizer position peaked at $605K in Q4 2021.
2,935 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on 3D/L Capital Management's 13F filing for Q4 2023.