Advisory Research’s Pfizer PFE Stock Holding History

Advisory Research’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 Q2	–	Sell	-141,492	Closed	-$5.77M	–	474
2023 Q1	$5.77M	Sell	141,492 -111,151	-44%	-$4.8M	0.95%	26
2022 Q4	$12.9M	Sell	252,643 -2,227	-0.9%	-$107K	1.22%	20
2022 Q3	$11.2M	Sell	254,870 -139,807	-35%	-$6.79M	1.09%	22
2022 Q2	$20.7M	Sell	394,677 -26,164	-6%	-$1.33M	2.02%	9
2022 Q1	$21.8M	Sell	420,841 -30,795	-7%	-$1.6M	1.75%	12
2021 Q4	$26.7M	Buy	451,636 +399,197	+761%	+$19.8M	2.1%	8
2021 Q3	$2.25M	Buy	+52,439	New	+$2.32M	0.14%	121
2020 Q1	–	Sell	-32,657	Closed	-$1.21M	–	337
2019 Q4	$1.21M	Sell	32,657 -15,801	-33%	-$563K	0.06%	164
2019 Q3	$1.65M	Sell	48,458 -595	-1%	-$21.6K	0.08%	133
2019 Q2	$2.02M	Buy	+49,053	New	+$1.95M	0.04%	191
2014 Q2	–	Sell	-2,267	Closed	-$69K	–	584
2014 Q1	$69K	Buy	+2,267	New	+$67.6K	﹤0.01%	573

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

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

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisory Research's PFE Position: Q2 2023 in Review

Advisory Research sold out of Pfizer (PFE) in Q2 2023, closing a stake of 141,492 shares — an estimated $5.77M sold.

Advisory Research first reported a position in PFE in Q1 2014 and held it in 11 quarters. The position peaked at $26.7M in Q4 2021. 3,041 funds tracked by Wall St. Rank hold PFE as of Q2 2023.

Advisory Research reported no remaining Pfizer position as of Q2 2023 after selling out during the quarter.
Advisory Research sold 141,492 Pfizer shares in Q2 2023, an estimated $5.77M.
Advisory Research first reported a position in Pfizer in Q1 2014 and held it in 11 quarters.
Advisory Research's Pfizer position peaked at $26.7M in Q4 2021.
3,041 funds tracked by Wall St. Rank held Pfizer as of Q2 2023.

Based on Advisory Research's 13F filing for Q2 2023, filed 14 Aug 2023.