Constitution Capital’s Pfizer PFE Stock Holding History

Constitution 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 Q4	–	Sell	-9,608	Closed	-$319K	–	66
2023 Q3	$319K	Sell	9,608 -1,182	-11%	-$41.8K	0.22%	50
2023 Q2	$396K	Sell	10,790 -944	-8%	-$36.7K	0.23%	47
2023 Q1	$479K	Sell	11,734 -1,250	-10%	-$54K	0.29%	41
2022 Q4	$665K	Sell	12,984 -500	-4%	-$24K	0.41%	35
2022 Q3	$590K	Sell	13,484 -400	-3%	-$19.4K	0.39%	35
2022 Q2	$728K	Buy	13,884 +2,100	+18%	+$107K	0.47%	33
2022 Q1	$610K	Buy	11,784 +6,799	+136%	+$353K	0.33%	38
2021 Q4	$294K	Buy	+4,985	New	+$247K	0.16%	51

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

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

Constitution Capital's PFE Position: Q4 2023 in Review

Constitution Capital sold out of Pfizer (PFE) in Q4 2023, closing a stake of 9,608 shares — an estimated $319K sold.

Constitution Capital first reported a position in PFE in Q4 2021 and held it in 8 quarters. The position peaked at $728K in Q2 2022. 2,936 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

Constitution Capital reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
Constitution Capital sold 9,608 Pfizer shares in Q4 2023, an estimated $319K.
Constitution Capital first reported a position in Pfizer in Q4 2021 and held it in 8 quarters.
Constitution Capital's Pfizer position peaked at $728K in Q2 2022.
2,936 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on Constitution Capital's 13F filing for Q4 2023, filed 12 Jan 2024.