Crew Capital Management’s Pfizer PFE Stock Holding History

Crew Capital 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 Q4	–	Sell	-6,164	Closed	-$204K	–	92
2023 Q3	$204K	Sell	6,164 -211	-3%	-$7.46K	0.22%	73
2023 Q2	$234K	Sell	6,375 -400	-6%	-$15.6K	0.27%	76
2023 Q1	$276K	Hold	6,775	–	–	0.4%	68
2022 Q4	$347K	Sell	6,775 -531	-7%	-$25.5K	0.5%	51
2022 Q3	$320K	Hold	7,306	–	–	0.44%	60
2022 Q2	$383K	Hold	7,306	–	–	0.48%	57
2022 Q1	$378K	Hold	7,306	–	–	0.36%	67
2021 Q4	$431K	Sell	7,306 -525	-7%	-$26K	0.36%	60
2021 Q3	$337K	Buy	7,831 +225	+3%	+$9.97K	0.31%	70
2021 Q2	$298K	Sell	7,606 -125	-2%	-$4.86K	0.28%	77
2021 Q1	$280K	Buy	+7,731	New	+$274K	0.28%	82

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

Crew Capital Management's PFE Position: Q4 2023 in Review

Crew Capital Management sold out of Pfizer (PFE) in Q4 2023, closing a stake of 6,164 shares — an estimated $204K sold.

Crew Capital Management first reported a position in PFE in Q1 2021 and held it in 11 quarters. The position peaked at $431K in Q4 2021. 2,935 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

Crew Capital Management reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
Crew Capital Management sold 6,164 Pfizer shares in Q4 2023, an estimated $204K.
Crew Capital Management first reported a position in Pfizer in Q1 2021 and held it in 11 quarters.
Crew Capital Management's Pfizer position peaked at $431K in Q4 2021.
2,935 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on Crew Capital Management's 13F filing for Q4 2023, filed 5 Feb 2024.