DWM
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Doyle Wealth Management’s Pfizer PFE Stock Holding History

Doyle Wealth 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
2022
Q3 		$21M Sell
480,030
-3,865
-0.8% -$188K 1.8% 13
2022
Q2 		$25.4M Sell
483,895
-6,205
-1% -$316K 2.05% 7
2022
Q1 		$25.4M Sell
490,100
-6,682
-1% -$347K 1.83% 13
2021
Q4 		$29.3M Sell
496,782
-6,049
-1% -$300K 2.1% 9
2021
Q3 		$21.6M Buy
502,831
+306
+0.1% +$13.6K 1.72% 18
2021
Q2 		$19.7M Buy
502,525
+9,352
+2% +$364K 1.63% 19
2021
Q1 		$17.9M Sell
493,173
-2,777
-0.6% -$98.6K 1.71% 17
2020
Q4 		$18.3M Sell
495,950
-25,561
-5% -$938K 1.86% 17
2020
Q3 		$18.2M Buy
521,511
+4,504
+0.9% +$158K 2.11% 14
2020
Q2 		$16M Sell
517,007
-10,808
-2% -$367K 2.11% 12
2020
Q1 		$16.3M Sell
527,815
-1,641
-0.3% -$55.9K 2.6% 8
2019
Q4 		$19.7M Buy
529,456
+9,597
+2% +$342K 2.46% 9
2019
Q3 		$17.7M Sell
519,859
-870
-0.2% -$31.6K 2.45% 12
2019
Q2 		$21.4M Sell
520,729
-4,733
-0.9% -$188K 2.96% 5
2019
Q1 		$20.3M Buy
525,462
+7,231
+1% +$290K 2.95% 6
2018
Q4 		$21.5M Sell
518,231
-29,650
-5% -$1.23M 3.62% 1
2018
Q3 		$22.9M Buy
547,881
+3,069
+0.6% +$118K 3.56% 3
2018
Q2 		$18.8M Buy
544,812
+43,159
+9% +$1.47M 3.1% 6
2018
Q1 		$16.9M Buy
501,653
+3,939
+0.8% +$135K 2.84% 10
2017
Q4 		$17.1M Sell
497,714
-11,913
-2% -$406K 2.89% 7
2017
Q3 		$17.3M Buy
509,627
+60,678
+14% +$1.95M 3.02% 6
2017
Q2 		$14.3M Buy
448,949
+7,056
+2% +$223K 2.65% 10
2017
Q1 		$14.3M Buy
+441,893
New +$13.9M 2.92% 9

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Doyle Wealth Management's PFE Position: Q3 2022 in Review

Doyle Wealth Management reduced its Pfizer (PFE) stake by 0.8% in Q3 2022, selling an estimated $188K and leaving 480,030 shares worth $21M. The position accounts for 1.8% of the portfolio, ranked #13.

Doyle Wealth Management first reported a position in PFE in Q1 2017 and has held it in 23 quarters since. The position peaked at $29.3M in Q4 2021. 3,086 funds tracked by Wall St. Rank hold PFE as of Q3 2022.

  • Doyle Wealth Management held 480,030 shares of Pfizer worth $21M as of Q3 2022.
  • Doyle Wealth Management sold 3,865 Pfizer shares in Q3 2022, an estimated $188K.
  • Pfizer made up 1.8% of Doyle Wealth Management's portfolio in Q3 2022, its #13 holding.
  • Doyle Wealth Management first reported a position in Pfizer in Q1 2017 and has held it in 23 quarters since.
  • Doyle Wealth Management's Pfizer position peaked at $29.3M in Q4 2021.
  • 3,086 funds tracked by Wall St. Rank held Pfizer as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.