DeDora Capital’s Pfizer PFE Stock Holding History

DeDora 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 Q2	–	Sell	-12,068	Closed	-$492K	–	105
2023 Q1	$492K	Sell	12,068 -502	-4%	-$21.7K	0.21%	77
2022 Q4	$644K	Buy	12,570 +6,682	+113%	+$320K	0.31%	69
2022 Q3	$258K	Buy	5,888 +549	+10%	+$26.7K	0.13%	90
2022 Q2	$280K	Buy	5,339 +301	+6%	+$15.3K	0.14%	85
2022 Q1	$261K	Sell	5,038 -53	-1%	-$2.75K	0.11%	86
2021 Q4	$301K	Sell	5,091 -16	-0.3%	-$793	0.17%	46
2021 Q3	$220K	Sell	5,107 -348	-6%	-$15.4K	0.1%	93
2021 Q2	$214K	Buy	+5,455	New	+$212K	0.09%	93
2020 Q4	–	Sell	-11,314	Closed	-$394K	–	93
2020 Q3	$394K	Sell	11,314 -1,882	-14%	-$66K	0.22%	73
2020 Q2	$409K	Buy	13,196 +366	+3%	+$12.4K	0.25%	71
2020 Q1	$397K	Sell	12,830 -149	-1%	-$5.08K	0.3%	64
2019 Q4	$482K	Sell	12,979 -307	-2%	-$10.9K	0.29%	64
2019 Q3	$453K	Buy	13,286 +626	+5%	+$22.8K	0.31%	59
2019 Q2	$520K	Buy	12,660 +324	+3%	+$12.9K	0.37%	56
2019 Q1	$497K	Buy	12,336 +3,570	+41%	+$143K	0.37%	54
2018 Q4	$363K	Sell	8,766 -532	-6%	-$22.1K	0.32%	58
2018 Q3	$389K	Sell	9,298 -1,141	-11%	-$43.9K	0.29%	58
2018 Q2	$359K	Sell	10,439 -3,301	-24%	-$113K	0.28%	69
2018 Q1	$463K	Sell	13,740 -310	-2%	-$10.7K	0.38%	53
2017 Q4	$483K	Buy	+14,050	New	+$479K	0.4%	49

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

DeDora Capital's PFE Position: Q2 2023 in Review

DeDora Capital sold out of Pfizer (PFE) in Q2 2023, closing a stake of 12,068 shares — an estimated $492K sold.

DeDora Capital first reported a position in PFE in Q4 2017 and held it in 20 quarters. The position peaked at $644K in Q4 2022. 3,042 funds tracked by Wall St. Rank hold PFE as of Q2 2023.

DeDora Capital reported no remaining Pfizer position as of Q2 2023 after selling out during the quarter.
DeDora Capital sold 12,068 Pfizer shares in Q2 2023, an estimated $492K.
DeDora Capital first reported a position in Pfizer in Q4 2017 and held it in 20 quarters.
DeDora Capital's Pfizer position peaked at $644K in Q4 2022.
3,042 funds tracked by Wall St. Rank held Pfizer as of Q2 2023.

Based on DeDora Capital's 13F filing for Q2 2023, filed 24 Jul 2023.