Altman Advisors’s Pfizer PFE Stock Holding History

Altman Advisors’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 Q2	–	Sell	-42,184	Closed	-$1.17M	–	89
2024 Q1	$1.17M	Buy	42,184 +24,808	+143%	+$688K	0.57%	86
2023 Q4	$500K	Sell	17,376 -19,644	-53%	-$594K	0.26%	91
2023 Q3	$1.23M	Buy	+37,020	New	+$1.31M	0.77%	70
2023 Q1	$922K	Buy	33,348 +5,522	+20%	+$238K	0.84%	54
2022 Q4	$1.32M	Sell	27,826 -1,956	-7%	-$93.8K	0.81%	51
2022 Q3	$1.3M	Sell	29,782 -858	-3%	-$41.7K	0.82%	37
2022 Q2	$1.52M	Buy	30,640 +496	+2%	+$25.3K	0.87%	32
2022 Q1	$1.56M	Sell	30,144 -259	-0.9%	-$13.4K	0.81%	39
2021 Q4	$1.6M	Buy	+30,403	New	+$1.51M	0.98%	41

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Altman Advisors's PFE Position: Q2 2024 in Review

Altman Advisors sold out of Pfizer (PFE) in Q2 2024, closing a stake of 42,184 shares — an estimated $1.17M sold.

Altman Advisors first reported a position in PFE in Q4 2021 and held it in 9 quarters. The position peaked at $1.6M in Q4 2021. 2,873 funds tracked by Wall St. Rank hold PFE as of Q2 2024.

Altman Advisors reported no remaining Pfizer position as of Q2 2024 after selling out during the quarter.
Altman Advisors sold 42,184 Pfizer shares in Q2 2024, an estimated $1.17M.
Altman Advisors first reported a position in Pfizer in Q4 2021 and held it in 9 quarters.
Altman Advisors's Pfizer position peaked at $1.6M in Q4 2021.
2,873 funds tracked by Wall St. Rank held Pfizer as of Q2 2024.

Based on Altman Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.