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D.B. Root & Company’s Pfizer PFE Stock Holding History

D.B. Root & Company’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
Q1 		– Sell
-4,519
Closed -$232K – 167
2022
Q4 		$232K Sell
4,519
-385
-8% -$18.5K 0.1% 149
2022
Q3 		$214K Sell
4,904
-27,568
-85% -$1.34M 0.1% 150
2022
Q2 		$1.7M Buy
32,472
+1,196
+4% +$60.9K 0.73% 25
2022
Q1 		$1.62M Sell
31,276
-20
-0.1% -$1.04K 0.6% 34
2021
Q4 		$1.85M Sell
31,296
-1,021
-3% -$50.6K 0.67% 31
2021
Q3 		$1.39M Sell
32,317
-430
-1% -$19K 0.54% 35
2021
Q2 		$1.28M Sell
32,747
-1,561
-5% -$60.7K 0.48% 42
2021
Q1 		$1.24M Buy
34,308
+576
+2% +$20.5K 0.49% 46
2020
Q4 		$1.24M Sell
33,732
-1,494
-4% -$54.8K 0.5% 45
2020
Q3 		$1.23M Sell
35,226
-1,275
-3% -$44.7K 0.49% 44
2020
Q2 		$1.13M Sell
36,501
-1,962
-5% -$66.7K 0.49% 47
2020
Q1 		$1.19M Buy
38,463
+2,337
+6% +$79.6K 0.6% 36
2019
Q4 		$1.34M Sell
36,126
-905
-2% -$32.2K 0.59% 34
2019
Q3 		$1.26M Sell
37,031
-468
-1% -$17K 0.59% 37
2019
Q2 		$1.54M Sell
37,499
-1,603
-4% -$63.7K 0.68% 32
2019
Q1 		$1.58M Buy
39,102
+1,076
+3% +$43.1K 0.67% 35
2018
Q4 		$1.57M Buy
38,026
+269
+0.7% +$11.2K 0.78% 26
2018
Q3 		$1.58M Buy
37,757
+63
+0.2% +$2.42K 0.7% 29
2018
Q2 		$1.3M Sell
37,694
-8
-0% -$273 0.61% 43
2018
Q1 		$1.27M Buy
37,702
+5,005
+15% +$172K 0.67% 41
2017
Q4 		$1.12M Buy
+32,697
New +$1.11M 0.96% 28

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

D.B. Root & Company's PFE Position: Q1 2023 in Review

D.B. Root & Company sold out of Pfizer (PFE) in Q1 2023, closing a stake of 4,519 shares — an estimated $232K sold.

D.B. Root & Company first reported a position in PFE in Q4 2017 and held it in 21 quarters. The position peaked at $1.85M in Q4 2021. 3,102 funds tracked by Wall St. Rank hold PFE as of Q1 2023.

  • D.B. Root & Company reported no remaining Pfizer position as of Q1 2023 after selling out during the quarter.
  • D.B. Root & Company sold 4,519 Pfizer shares in Q1 2023, an estimated $232K.
  • D.B. Root & Company first reported a position in Pfizer in Q4 2017 and held it in 21 quarters.
  • D.B. Root & Company's Pfizer position peaked at $1.85M in Q4 2021.
  • 3,102 funds tracked by Wall St. Rank held Pfizer as of Q1 2023.

Based on D.B. Root & Company's 13F filing for Q1 2023, filed 18 Apr 2023.