Aufman Associates’s Pfizer PFE Stock Holding History

Aufman Associates’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	-6,937	Closed	-$201K	–	64
2024 Q3	$201K	Buy	+6,937	New	+$202K	0.13%	62
2023 Q1	–	Sell	-5,451	Closed	-$279K	–	45
2022 Q4	$279K	Buy	5,451 +110	+2%	+$5.27K	0.26%	33
2022 Q3	$234K	Buy	5,341 +11	+0.2%	+$535	0.25%	35
2022 Q2	$279K	Buy	5,330 +13	+0.2%	+$662	0.27%	34
2022 Q1	$275K	Buy	5,317 +13	+0.2%	+$675	0.22%	35
2021 Q4	$313K	Sell	5,304 -1	-0%	-$50	0.23%	33
2021 Q3	$228K	Sell	5,305 -45	-0.8%	-$1.99K	0.19%	42
2021 Q2	$210K	Buy	+5,350	New	+$208K	0.16%	47

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

Aufman Associates's PFE Position: Q4 2024 in Review

Aufman Associates sold out of Pfizer (PFE) in Q4 2024, closing a stake of 6,937 shares — an estimated $201K sold.

Aufman Associates first reported a position in PFE in Q2 2021 and held it in 8 quarters. The position peaked at $313K in Q4 2021. 2,996 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

Aufman Associates reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
Aufman Associates sold 6,937 Pfizer shares in Q4 2024, an estimated $201K.
Aufman Associates first reported a position in Pfizer in Q2 2021 and held it in 8 quarters.
Aufman Associates's Pfizer position peaked at $313K in Q4 2021.
2,996 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Aufman Associates's 13F filing for Q4 2024, filed 12 Feb 2025.