Benedetti & Gucer’s Pfizer PFE Stock Holding History

Benedetti & Gucer’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	$575K	Sell	20,719 -1,335	-6%	-$37K	0.29%	61
2023 Q4	$635K	Sell	22,054 -456	-2%	-$13.8K	0.33%	57
2023 Q3	$747K	Sell	22,510 -1,629	-7%	-$57.6K	0.41%	47
2023 Q2	$886K	Buy	24,139 +6,023	+33%	+$234K	0.46%	43
2023 Q1	$739K	Buy	18,116 +10,834	+149%	+$468K	0.42%	43
2022 Q4	$373K	Buy	7,282 +1,307	+22%	+$62.7K	0.27%	62
2022 Q3	$261K	Sell	5,975 -1,456	-20%	-$70.8K	0.21%	72
2022 Q2	$387K	Buy	7,431 +601	+9%	+$30.6K	0.26%	58
2022 Q1	$353K	Buy	6,830 +197	+3%	+$10.2K	0.24%	62
2021 Q4	$391K	Sell	6,633 -557	-8%	-$27.6K	0.27%	49
2021 Q3	$309K	Buy	7,190 +1,012	+16%	+$44.8K	0.24%	64
2021 Q2	$241K	Sell	6,178 -1,123	-15%	-$43.7K	0.22%	69
2021 Q1	$264K	Buy	+7,301	New	+$259K	0.24%	64

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

Benedetti & Gucer's PFE Position: Q1 2024 in Review

Benedetti & Gucer reduced its Pfizer (PFE) stake by 6.1% in Q1 2024, selling an estimated $37K and leaving 20,719 shares worth $575K. The position accounts for 0.29% of the portfolio, ranked #61.

Benedetti & Gucer first reported a position in PFE in Q1 2021 and has held it in 13 quarters since. The position peaked at $886K in Q2 2023. 2,874 funds tracked by Wall St. Rank hold PFE as of Q1 2024.

Benedetti & Gucer held 20,719 shares of Pfizer worth $575K as of Q1 2024.
Benedetti & Gucer sold 1,335 Pfizer shares in Q1 2024, an estimated $37K.
Pfizer made up 0.29% of Benedetti & Gucer's portfolio in Q1 2024, its #61 holding.
Benedetti & Gucer first reported a position in Pfizer in Q1 2021 and has held it in 13 quarters since.
Benedetti & Gucer's Pfizer position peaked at $886K in Q2 2023.
2,874 funds tracked by Wall St. Rank held Pfizer as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.