Alpha DNA Investment Management’s Pfizer PFE Stock Holding History

Alpha DNA 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
2024 Q4	–	Sell	-28,306	Closed	-$819K	–	244
2024 Q3	$819K	Sell	28,306 -4,697	-14%	-$137K	0.31%	72
2024 Q2	$923K	Sell	33,003 -1,622	-5%	-$44.7K	0.36%	59
2024 Q1	$961K	Buy	34,625 +5,746	+20%	+$159K	0.35%	54
2023 Q4	$831K	Sell	28,879 -1,435	-5%	-$43.4K	0.32%	58
2023 Q3	$1.01M	Sell	30,314 -21,908	-42%	-$775K	0.41%	48
2023 Q2	$1.92M	Buy	52,222 +8,863	+20%	+$345K	0.64%	29
2023 Q1	$1.77M	Buy	43,359 +22,748	+110%	+$982K	0.52%	25
2022 Q4	$1.06M	Sell	20,611 -29,972	-59%	-$1.44M	0.37%	103
2022 Q3	$2.21M	Buy	+50,583	New	+$2.46M	1.84%	6
2021 Q2	–	Sell	-1,090	Closed	-$39K	–	486
2021 Q1	$39K	Buy	1,090 +374	+52%	+$13.3K	0.04%	205
2020 Q4	$26K	Buy	+716	New	+$26.3K	0.03%	237

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Alpha DNA Investment Management's PFE Position: Q4 2024 in Review

Alpha DNA Investment Management sold out of Pfizer (PFE) in Q4 2024, closing a stake of 28,306 shares — an estimated $819K sold.

Alpha DNA Investment Management first reported a position in PFE in Q4 2020 and held it in 11 quarters. The position peaked at $2.21M in Q3 2022. 2,996 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

Alpha DNA Investment Management reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
Alpha DNA Investment Management sold 28,306 Pfizer shares in Q4 2024, an estimated $819K.
Alpha DNA Investment Management first reported a position in Pfizer in Q4 2020 and held it in 11 quarters.
Alpha DNA Investment Management's Pfizer position peaked at $2.21M in Q3 2022.
2,996 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Alpha DNA Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.