Charles-Lim Capital’s Pfizer PFE Stock Holding History

Charles-Lim Capital’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	-500,000	Closed	-$20.4M	–	10
2023 Q1	$20.4M	Buy	+500,000	New	+$21.6M	2.94%	8

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles-Lim Capital's PFE Position: Q2 2023 in Review

Charles-Lim Capital sold out of Pfizer (PFE) in Q2 2023, closing a stake of 500,000 shares — an estimated $20.4M sold.

Charles-Lim Capital first reported a position in PFE in Q1 2023 and held it in 1 quarter. The position peaked at $20.4M in Q1 2023. 3,044 funds tracked by Wall St. Rank hold PFE as of Q2 2023.

Charles-Lim Capital reported no remaining Pfizer position as of Q2 2023 after selling out during the quarter.
Charles-Lim Capital sold 500,000 Pfizer shares in Q2 2023, an estimated $20.4M.
Charles-Lim Capital first reported a position in Pfizer in Q1 2023 and held it in 1 quarter.
Charles-Lim Capital's Pfizer position peaked at $20.4M in Q1 2023.
3,044 funds tracked by Wall St. Rank held Pfizer as of Q2 2023.

Based on Charles-Lim Capital's 13F filing for Q2 2023, filed 11 Aug 2023.