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Aldebaran Financial’s Pfizer PFE Stock Holding History

Aldebaran Financial’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
-7,109
Closed -$236K – 64
2023
Q3 		$236K Buy
7,109
+450
+7% +$15.9K 0.37% 56
2023
Q2 		$244K Sell
6,659
-210
-3% -$8.17K 0.33% 57
2023
Q1 		$280K Sell
6,869
-721
-9% -$31.1K 0.36% 56
2022
Q4 		$389K Buy
7,590
+404
+6% +$19.4K 0.42% 57
2022
Q3 		$314K Buy
7,186
+498
+7% +$24.2K 0.34% 62
2022
Q2 		$344K Buy
6,688
+179
+3% +$9.12K 0.36% 60
2022
Q1 		$337K Sell
6,509
-97
-1% -$5.03K 0.26% 68
2021
Q4 		$390K Buy
6,606
+4
+0.1% +$198 0.29% 62
2021
Q3 		$284K Buy
6,602
+904
+16% +$40K 0.23% 70
2021
Q2 		$225K Buy
+5,698
New +$222K 0.18% 83
2014
Q3 		– Sell
-7,617
Closed -$214K – 123
2014
Q2 		$214K Sell
7,617
-277
-4% -$7.9K 0.17% 110
2014
Q1 		$241K Buy
7,894
+2
+0% +$60 0.21% 103
2013
Q4 		$229K Buy
+7,892
New +$230K 0.22% 104

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Aldebaran Financial's PFE Position: Q4 2023 in Review

Aldebaran Financial sold out of Pfizer (PFE) in Q4 2023, closing a stake of 7,109 shares — an estimated $236K sold.

Aldebaran Financial first reported a position in PFE in Q4 2013 and held it in 13 quarters. The position peaked at $390K in Q4 2021. 2,935 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

  • Aldebaran Financial reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
  • Aldebaran Financial sold 7,109 Pfizer shares in Q4 2023, an estimated $236K.
  • Aldebaran Financial first reported a position in Pfizer in Q4 2013 and held it in 13 quarters.
  • Aldebaran Financial's Pfizer position peaked at $390K in Q4 2021.
  • 2,935 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on Aldebaran Financial's 13F filing for Q4 2023, filed 1 Feb 2024.