CP
PFE icon

Camelot Portfolios’s Pfizer PFE Stock Holding History

Camelot Portfolios’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
Q3 		– Sell
-222
Closed -$6.2K – 444
2024
Q2 		$6.2K Buy
+222
New +$6.11K ﹤0.01% 452
2018
Q2 		– Sell
-7,832
Closed -$263K – 219
2018
Q1 		$263K Buy
7,832
+61
+0.8% +$2.1K 0.12% 157
2017
Q4 		$267K Sell
7,771
-31
-0.4% -$1.06K 0.13% 137
2017
Q3 		$264K Sell
7,802
-69
-0.9% -$2.22K 0.13% 139
2017
Q2 		$251K Sell
7,871
-9,062
-54% -$286K 0.12% 145
2017
Q1 		$550K Sell
16,933
-840
-5% -$26.5K 0.27% 98
2016
Q4 		$548K Sell
17,773
-2,343
-12% -$71.5K 0.29% 93
2016
Q3 		$646K Buy
+20,116
New +$673K 0.35% 85
2015
Q3 		– Sell
-8,984
Closed -$286K – 168
2015
Q2 		$286K Sell
8,984
-806
-8% -$26.3K 0.16% 128
2015
Q1 		$323K Sell
9,790
-26,946
-73% -$857K 0.19% 125
2014
Q4 		$1.09M Sell
36,736
-134
-0.4% -$3.84K 0.62% 47
2014
Q3 		$1.03M Buy
36,870
+2,206
+6% +$61.9K 0.6% 44
2014
Q2 		$976K Buy
34,664
+7,844
+29% +$224K 0.63% 49
2014
Q1 		$817K Sell
26,820
-11,204
-29% -$334K 0.55% 54
2013
Q4 		$1.1M Sell
38,024
-4,708
-11% -$137K 0.71% 33
2013
Q3 		$1.17M Buy
42,732
+1,158
+3% +$31.5K 0.85% 30
2013
Q2 		$1.1M Buy
+41,574
New +$1.15M 0.84% 34

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return