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Connective Portfolio Management’s Pfizer PFE Stock Holding History

Connective Portfolio 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
2024
Q1 		– Sell
-20,850
Closed -$600K – 56
2023
Q4 		$600K Buy
+20,850
New +$630K 1.22% 32
2022
Q3 		– Sell
-18,200
Closed -$954K – 51
2022
Q2 		$954K Buy
18,200
+1,600
+10% +$81.5K 1.64% 28
2022
Q1 		$869K Hold
16,600
– – 1.86% 23
2021
Q4 		$970K Buy
+16,600
New +$822K 1.7% 24

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Connective Portfolio Management's PFE Position: Q1 2024 in Review

Connective Portfolio Management sold out of Pfizer (PFE) in Q1 2024, closing a stake of 20,850 shares — an estimated $600K sold.

Connective Portfolio Management first reported a position in PFE in Q4 2021 and held it in 4 quarters. The position peaked at $970K in Q4 2021. 2,874 funds tracked by Wall St. Rank hold PFE as of Q1 2024.

  • Connective Portfolio Management reported no remaining Pfizer position as of Q1 2024 after selling out during the quarter.
  • Connective Portfolio Management sold 20,850 Pfizer shares in Q1 2024, an estimated $600K.
  • Connective Portfolio Management first reported a position in Pfizer in Q4 2021 and held it in 4 quarters.
  • Connective Portfolio Management's Pfizer position peaked at $970K in Q4 2021.
  • 2,874 funds tracked by Wall St. Rank held Pfizer as of Q1 2024.

Based on Connective Portfolio Management's 13F filing for Q1 2024, filed 30 Apr 2024.