Echo Street Capital Management’s Pfizer PFE Stock Holding History

Echo Street 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 Q1	–	Sell	-11,830	Closed	-$606K	–	578
2022 Q4	$606K	Buy	11,830 +3,265	+38%	+$157K	0.01%	242
2022 Q3	$375K	Buy	+8,565	New	+$416K	﹤0.01%	348
2022 Q2	–	Sell	-20,513	Closed	-$1.06M	–	674
2022 Q1	$1.06M	Sell	20,513 -10,711	-34%	-$556K	0.01%	212
2021 Q4	$1.84M	Sell	31,224 -3,826	-11%	-$190K	0.01%	165
2021 Q3	$1.51M	Buy	35,050 +23,165	+195%	+$1.03M	0.01%	176
2021 Q2	$465K	Buy	11,885 +4,680	+65%	+$182K	﹤0.01%	389
2021 Q1	$261K	Sell	7,205 -5,968	-45%	-$212K	﹤0.01%	445
2020 Q4	$485K	Buy	+13,173	New	+$483K	﹤0.01%	259

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Echo Street Capital Management's PFE Position: Q1 2023 in Review

Echo Street Capital Management sold out of Pfizer (PFE) in Q1 2023, closing a stake of 11,830 shares — an estimated $606K sold.

Echo Street Capital Management first reported a position in PFE in Q4 2020 and held it in 8 quarters. The position peaked at $1.84M in Q4 2021. 3,102 funds tracked by Wall St. Rank hold PFE as of Q1 2023.

Echo Street Capital Management reported no remaining Pfizer position as of Q1 2023 after selling out during the quarter.
Echo Street Capital Management sold 11,830 Pfizer shares in Q1 2023, an estimated $606K.
Echo Street Capital Management first reported a position in Pfizer in Q4 2020 and held it in 8 quarters.
Echo Street Capital Management's Pfizer position peaked at $1.84M in Q4 2021.
3,102 funds tracked by Wall St. Rank held Pfizer as of Q1 2023.

Based on Echo Street Capital Management's 13F filing for Q1 2023, filed 15 May 2023.