Cathie Wood
PFE icon

Cathie Wood’s Pfizer PFE Stock Holding History

Cathie Wood’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
-499,757
Closed -$14.4M – 230
2023
Q4 		$14.4M Buy
499,757
+35,677
+8% +$1.08M 0.09% 96
2023
Q3 		$15.4M Sell
464,080
-1,521
-0.3% -$53.8K 0.12% 91
2023
Q2 		$17.1M Sell
465,601
-19,189
-4% -$747K 0.11% 92
2023
Q1 		$19.8M Sell
484,790
-6,765
-1% -$292K 0.14% 74
2022
Q4 		$25.2M Sell
491,555
-41,257
-8% -$1.98M 0.22% 58
2022
Q3 		$23.3M Sell
532,812
-201,353
-27% -$9.78M 0.16% 76
2022
Q2 		$38.9M Sell
734,165
-25,766
-3% -$1.31M 0.23% 66
2022
Q1 		$39.3M Sell
759,931
-183,918
-19% -$9.54M 0.16% 78
2021
Q4 		$55.7M Sell
943,849
-1,273,820
-57% -$63.1M 0.17% 80
2021
Q3 		$95.4M Buy
+2,217,669
New +$98.2M 0.23% 72

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Cathie Wood's PFE Position: Q1 2024 in Review

Cathie Wood sold out of Pfizer (PFE) in Q1 2024, closing a stake of 499,757 shares — an estimated $14.4M sold.

Cathie Wood first reported a position in PFE in Q3 2021 and held it in 10 quarters. The position peaked at $95.4M in Q3 2021. 2,878 funds tracked by Wall St. Rank hold PFE as of Q1 2024.

  • Cathie Wood reported no remaining Pfizer position as of Q1 2024 after selling out during the quarter.
  • Cathie Wood sold 499,757 Pfizer shares in Q1 2024, an estimated $14.4M.
  • Cathie Wood first reported a position in Pfizer in Q3 2021 and held it in 10 quarters.
  • Cathie Wood's Pfizer position peaked at $95.4M in Q3 2021.
  • 2,878 funds tracked by Wall St. Rank held Pfizer as of Q1 2024.

Based on ARK Investment Management's 13F filing for Q1 2024, filed 18 Apr 2024.