Dimension Capital Management’s Pfizer PFE Stock Holding History

Dimension 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 Q2	–	Sell	-5,583	Closed	-$228K	–	109
2023 Q1	$228K	Buy	+5,583	New	+$241K	0.05%	87
2022 Q1	–	Sell	-3,719	Closed	-$219K	–	121
2021 Q4	$219K	Buy	+3,719	New	+$184K	0.04%	96
2018 Q1	–	Sell	-6,166	Closed	-$212K	–	89
2017 Q4	$212K	Sell	6,166 -1,073	-15%	-$36.6K	0.13%	81
2017 Q3	$245K	Sell	7,239 -369	-5%	-$11.9K	0.08%	79
2017 Q2	$242K	Sell	7,608 -10,987	-59%	-$346K	0.08%	84
2017 Q1	$604K	Buy	18,595 +11,592	+166%	+$365K	0.21%	22
2016 Q4	$216K	Buy	+7,003	New	+$214K	0.07%	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

Dimension Capital Management's PFE Position: Q2 2023 in Review

Dimension Capital Management sold out of Pfizer (PFE) in Q2 2023, closing a stake of 5,583 shares — an estimated $228K sold.

Dimension Capital Management first reported a position in PFE in Q4 2016 and held it in 7 quarters. The position peaked at $604K in Q1 2017. 3,042 funds tracked by Wall St. Rank hold PFE as of Q2 2023.

Dimension Capital Management reported no remaining Pfizer position as of Q2 2023 after selling out during the quarter.
Dimension Capital Management sold 5,583 Pfizer shares in Q2 2023, an estimated $228K.
Dimension Capital Management first reported a position in Pfizer in Q4 2016 and held it in 7 quarters.
Dimension Capital Management's Pfizer position peaked at $604K in Q1 2017.
3,042 funds tracked by Wall St. Rank held Pfizer as of Q2 2023.

Based on Dimension Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.