Baron Financial Group’s Pfizer PFE Stock Holding History

Baron Financial 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 Q4	–	Sell	-6,400	Closed	-$212K	–	53
2023 Q3	$212K	Sell	6,400 -47	-0.7%	-$1.66K	0.14%	44
2023 Q2	$236K	Sell	6,447 -111	-2%	-$4.32K	0.15%	44
2023 Q1	$268K	Sell	6,558 -99	-1%	-$4.28K	0.17%	42
2022 Q4	$341K	Sell	6,657 -110	-2%	-$5.27K	0.23%	43
2022 Q3	$296K	Sell	6,767 -274	-4%	-$13.3K	0.2%	44
2022 Q2	$369K	Sell	7,041 -99	-1%	-$5.04K	0.24%	34
2022 Q1	$370K	Sell	7,140 -268	-4%	-$13.9K	0.21%	35
2021 Q4	$437K	Buy	7,408 +6	+0.1%	+$297	0.25%	35
2021 Q3	$318K	Sell	7,402 -99	-1%	-$4.39K	0.19%	37
2021 Q2	$294K	Sell	7,501 -491	-6%	-$19.1K	0.18%	40
2021 Q1	$290K	Buy	7,992 +1,005	+14%	+$35.7K	0.2%	39
2020 Q4	$257K	Sell	6,987 -481	-6%	-$17.6K	0.21%	38
2020 Q3	$260K	Buy	+7,468	New	+$262K	0.24%	36

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

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

Baron Financial Group's PFE Position: Q4 2023 in Review

Baron Financial Group sold out of Pfizer (PFE) in Q4 2023, closing a stake of 6,400 shares — an estimated $212K sold.

Baron Financial Group first reported a position in PFE in Q3 2020 and held it in 13 quarters. The position peaked at $437K in Q4 2021. 2,935 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

Baron Financial Group reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
Baron Financial Group sold 6,400 Pfizer shares in Q4 2023, an estimated $212K.
Baron Financial Group first reported a position in Pfizer in Q3 2020 and held it in 13 quarters.
Baron Financial Group's Pfizer position peaked at $437K in Q4 2021.
2,935 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on Baron Financial Group's 13F filing for Q4 2023, filed 22 Jan 2024.