Appleton Group’s Pfizer PFE Stock Holding History

Appleton Group’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 Q3	–	Sell	-7,015	Closed	-$257K	–	35
2023 Q2	$257K	Buy	+7,015	New	+$273K	0.36%	29
2023 Q1	–	Sell	-6,653	Closed	-$341K	–	42
2022 Q4	$341K	Buy	+6,653	New	+$319K	0.5%	23
2022 Q2	–	Sell	-8,725	Closed	-$452K	–	40
2022 Q1	$452K	Sell	8,725 -380	-4%	-$19.7K	0.63%	18
2021 Q4	$538K	Sell	9,105 -104	-1%	-$5.15K	0.54%	20
2021 Q3	$396K	Sell	9,209 -369	-4%	-$16.3K	0.34%	23
2021 Q2	$375K	Buy	9,578 +17	+0.2%	+$661	0.29%	36
2021 Q1	$346K	Buy	+9,561	New	+$339K	0.45%	29

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

Appleton Group's PFE Position: Q3 2023 in Review

Appleton Group sold out of Pfizer (PFE) in Q3 2023, closing a stake of 7,015 shares — an estimated $257K sold.

Appleton Group first reported a position in PFE in Q1 2021 and held it in 7 quarters. The position peaked at $538K in Q4 2021. 2,926 funds tracked by Wall St. Rank hold PFE as of Q3 2023.

Appleton Group reported no remaining Pfizer position as of Q3 2023 after selling out during the quarter.
Appleton Group sold 7,015 Pfizer shares in Q3 2023, an estimated $257K.
Appleton Group first reported a position in Pfizer in Q1 2021 and held it in 7 quarters.
Appleton Group's Pfizer position peaked at $538K in Q4 2021.
2,926 funds tracked by Wall St. Rank held Pfizer as of Q3 2023.

Based on Appleton Group's 13F filing for Q3 2023, filed 8 Nov 2023.