Chapman Investment Management’s Pfizer PFE Stock Holding History

Chapman Investment Management’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
2023 Q2	–	Sell	-6,682	Closed	-$273K	–	38
2023 Q1	$273K	Sell	6,682 -18,395	-73%	-$794K	0.22%	32
2022 Q4	$1.28M	Hold	25,077	–	–	1.17%	22
2022 Q3	$1.1M	Sell	25,077 -36,550	-59%	-$1.78M	0.8%	27
2022 Q2	$3.23M	Sell	61,627 -835	-1%	-$42.6K	2.23%	20
2022 Q1	$3.23M	Buy	62,462 +359	+0.6%	+$18.6K	1.72%	24
2021 Q4	$3.67M	Buy	62,103 +1,052	+2%	+$52.1K	1.68%	25
2021 Q3	$2.63M	Buy	61,051 +5,404	+10%	+$239K	1.36%	23
2021 Q2	$2.18M	Buy	+55,647	New	+$2.16M	1.21%	23

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Chapman Investment Management's PFE Position: Q2 2023 in Review

Chapman Investment Management sold out of Pfizer (PFE) in Q2 2023, closing a stake of 6,682 shares — an estimated $273K sold.

Chapman Investment Management first reported a position in PFE in Q2 2021 and held it in 8 quarters. The position peaked at $3.67M in Q4 2021. 3,041 funds tracked by Wall St. Rank hold PFE as of Q2 2023.

Chapman Investment Management reported no remaining Pfizer position as of Q2 2023 after selling out during the quarter.
Chapman Investment Management sold 6,682 Pfizer shares in Q2 2023, an estimated $273K.
Chapman Investment Management first reported a position in Pfizer in Q2 2021 and held it in 8 quarters.
Chapman Investment Management's Pfizer position peaked at $3.67M in Q4 2021.
3,041 funds tracked by Wall St. Rank held Pfizer as of Q2 2023.

Based on Chapman Investment Management's 13F filing for Q2 2023, filed 1 Aug 2023.