Coury Firm Asset Management’s Pfizer PFE Stock Holding History

Coury Firm Asset 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 Q3	$265K	Buy	7,997 +64	+0.8%	+$2.26K	0.42%	36
2023 Q2	$291K	Buy	7,933 +50	+0.6%	+$1.95K	0.42%	40
2023 Q1	$322K	Buy	7,883 +503	+7%	+$21.7K	0.45%	39
2022 Q4	$378K	Buy	7,380 +42	+0.6%	+$2.01K	0.56%	29
2022 Q3	$321K	Buy	7,338 +45	+0.6%	+$2.19K	0.48%	30
2022 Q2	$382K	Sell	7,293 -279	-4%	-$14.2K	0.51%	28
2022 Q1	$392K	Buy	7,572 +42	+0.6%	+$2.18K	0.34%	39
2021 Q4	$445K	Buy	+7,530	New	+$373K	0.34%	36

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

Coury Firm Asset Management's PFE Position: Q3 2023 in Review

Coury Firm Asset Management increased its Pfizer (PFE) stake by 0.81% in Q3 2023, buying an estimated $2.26K and bringing the position to 7,997 shares worth $265K. The position accounts for 0.42% of the portfolio, ranked #36.

Coury Firm Asset Management first reported a position in PFE in Q4 2021 and has held it in 8 quarters since. The position peaked at $445K in Q4 2021. 2,926 funds tracked by Wall St. Rank hold PFE as of Q3 2023.

Coury Firm Asset Management held 7,997 shares of Pfizer worth $265K as of Q3 2023.
Coury Firm Asset Management bought 64 Pfizer shares in Q3 2023, an estimated $2.26K.
Pfizer made up 0.42% of Coury Firm Asset Management's portfolio in Q3 2023, its #36 holding.
Coury Firm Asset Management first reported a position in Pfizer in Q4 2021 and has held it in 8 quarters since.
Coury Firm Asset Management's Pfizer position peaked at $445K in Q4 2021.
2,926 funds tracked by Wall St. Rank held Pfizer as of Q3 2023.

Based on Coury Firm Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.