Bender Robert & Associates’s Pfizer PFE Stock Holding History

Bender Robert & 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 Q1	–	Sell	-7,755	Closed	-$223K	–	47
2023 Q4	$223K	Sell	7,755 -555	-7%	-$16.8K	0.06%	45
2023 Q3	$276K	Sell	8,310 -5,875	-41%	-$208K	0.08%	41
2023 Q2	$520K	Sell	14,185 -6,035	-30%	-$235K	0.14%	37
2023 Q1	$825K	Sell	20,220 -410	-2%	-$17.7K	0.26%	35
2022 Q4	$1.06M	Hold	20,630	–	–	0.4%	29
2022 Q3	$903K	Buy	20,630 +1,450	+8%	+$70.5K	0.35%	29
2022 Q2	$1.01M	Hold	19,180	–	–	0.38%	30
2022 Q1	$993K	Buy	19,180 +5,763	+43%	+$299K	0.28%	33
2021 Q4	$577K	Hold	13,417	–	–	0.17%	36
2021 Q3	$577K	Buy	13,417 +30	+0.2%	+$1.33K	0.17%	38
2021 Q2	$524K	Buy	13,387 +240	+2%	+$9.33K	0.15%	38
2021 Q1	$476K	Hold	13,147	–	–	0.15%	40
2020 Q4	$484K	Sell	13,147 -710	-5%	-$26K	0.15%	38
2020 Q3	$482K	Hold	13,857	–	–	0.17%	37
2020 Q2	$430K	Sell	13,857 -263	-2%	-$8.94K	0.17%	37
2020 Q1	$437K	Hold	14,120	–	–	0.23%	37
2019 Q4	$525K	Hold	14,120	–	–	0.24%	38
2019 Q3	$481K	Hold	14,120	–	–	0.24%	38
2019 Q2	$577K	Buy	14,120 +395	+3%	+$15.7K	0.27%	34
2019 Q1	$553K	Buy	13,725 +290	+2%	+$11.6K	0.27%	35
2018 Q4	$556K	Sell	13,435 -79	-0.6%	-$3.28K	0.32%	35
2018 Q3	$565K	Sell	13,514 -27	-0.2%	-$1.04K	0.26%	35
2018 Q2	$466K	Buy	13,541 +106	+0.8%	+$3.62K	0.24%	36
2018 Q1	$452K	Sell	13,435 -359	-3%	-$12.3K	0.25%	36
2017 Q4	$474K	Sell	13,794 -247	-2%	-$8.42K	0.26%	36
2017 Q3	$476K	Sell	14,041 -527	-4%	-$16.9K	0.27%	36
2017 Q2	$464K	Sell	14,568 -1,160	-7%	-$36.6K	0.28%	35
2017 Q1	$510K	Sell	15,728 -880	-5%	-$27.7K	0.33%	34
2016 Q4	$512K	Sell	16,608 -74	-0.4%	-$2.26K	0.36%	33
2016 Q3	$536K	Buy	16,682 +975	+6%	+$32.6K	0.35%	32
2016 Q2	$525K	Sell	15,707 -432	-3%	-$13.8K	0.37%	33
2016 Q1	$454K	Buy	16,139 +685	+4%	+$19.6K	0.31%	39
2015 Q4	$473K	Buy	15,454 +1,107	+8%	+$34.8K	0.3%	37
2015 Q3	$428K	Buy	14,347 +443	+3%	+$14.2K	0.29%	35
2015 Q2	$442K	Hold	13,904	–	–	0.26%	35
2015 Q1	$459K	Buy	13,904 +1,091	+9%	+$34.7K	0.27%	36
2014 Q4	$379K	Buy	12,813 +727	+6%	+$20.8K	0.25%	38
2014 Q3	$339K	Sell	12,086 -975	-7%	-$27.4K	0.24%	38
2014 Q2	$368K	Buy	13,061 +53	+0.4%	+$1.51K	0.26%	38
2014 Q1	$396	Buy	13,008 +126	+1%	+$3.76K	0.27%	39
2013 Q4	$374K	Buy	12,882 +74	+0.6%	+$2.15K	0.28%	39
2013 Q3	$349K	Buy	12,808 +1,064	+9%	+$28.9K	0.27%	39
2013 Q2	$312K	Buy	+11,744	New	+$324K	0.27%	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

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

Norges Bank Oslo, Norway $935B AUM

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

Bender Robert & Associates's PFE Position: Q1 2024 in Review

Bender Robert & Associates sold out of Pfizer (PFE) in Q1 2024, closing a stake of 7,755 shares — an estimated $223K sold.

Bender Robert & Associates first reported a position in PFE in Q2 2013 and held it in 43 quarters. The position peaked at $1.06M in Q4 2022. 2,875 funds tracked by Wall St. Rank hold PFE as of Q1 2024.

Bender Robert & Associates reported no remaining Pfizer position as of Q1 2024 after selling out during the quarter.
Bender Robert & Associates sold 7,755 Pfizer shares in Q1 2024, an estimated $223K.
Bender Robert & Associates first reported a position in Pfizer in Q2 2013 and held it in 43 quarters.
Bender Robert & Associates's Pfizer position peaked at $1.06M in Q4 2022.
2,875 funds tracked by Wall St. Rank held Pfizer as of Q1 2024.

Based on Bender Robert & Associates's 13F filing for Q1 2024, filed 23 Apr 2024.