Capital Group Private Client Services’s Pfizer PFE Stock Holding History

Capital Group Private Client Services’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	-52,127	Closed	-$1.46M	–	275
2024 Q2	$1.46M	Sell	52,127 -5,530	-10%	-$152K	0.01%	213
2024 Q1	$1.6M	Sell	57,657 -207,244	-78%	-$5.75M	0.02%	211
2023 Q4	$7.63M	Sell	264,901 -230,597	-47%	-$6.97M	0.08%	151
2023 Q3	$16.4M	Sell	495,498 -201,295	-29%	-$7.12M	0.2%	110
2023 Q2	$25.6M	Sell	696,793 -14,197	-2%	-$553K	0.3%	94
2023 Q1	$29M	Sell	710,990 -45,669	-6%	-$1.97M	0.36%	88
2022 Q4	$38.8M	Buy	756,659 +170,720	+29%	+$8.18M	0.49%	69
2022 Q3	$25.6M	Buy	585,939 +431,534	+279%	+$21M	0.36%	84
2022 Q2	$8.1M	Buy	154,405 +660	+0.4%	+$33.6K	0.1%	147
2022 Q1	$7.96M	Buy	+153,745	New	+$7.98M	0.09%	150

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

Norges Bank Oslo, Norway $935B AUM

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital Group Private Client Services's PFE Position: Q3 2024 in Review

Capital Group Private Client Services sold out of Pfizer (PFE) in Q3 2024, closing a stake of 52,127 shares — an estimated $1.46M sold.

Capital Group Private Client Services first reported a position in PFE in Q1 2022 and held it in 10 quarters. The position peaked at $38.8M in Q4 2022. 2,909 funds tracked by Wall St. Rank hold PFE as of Q3 2024.

Capital Group Private Client Services reported no remaining Pfizer position as of Q3 2024 after selling out during the quarter.
Capital Group Private Client Services sold 52,127 Pfizer shares in Q3 2024, an estimated $1.46M.
Capital Group Private Client Services first reported a position in Pfizer in Q1 2022 and held it in 10 quarters.
Capital Group Private Client Services's Pfizer position peaked at $38.8M in Q4 2022.
2,909 funds tracked by Wall St. Rank held Pfizer as of Q3 2024.

Based on Capital Group Private Client Services's 13F filing for Q3 2024, filed 13 Nov 2024.