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Edge Capital Group’s Pfizer PFE Stock Holding History

Edge Capital Group’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
2024
Q4 		$384K Buy
14,469
+41
+0.3% +$1.11K 0.02% 237
2024
Q3 		$418K Sell
14,428
-4,162
-22% -$121K 0.02% 226
2024
Q2 		$520K Buy
18,590
+90
+0.5% +$2.48K 0.03% 209
2024
Q1 		$513K Sell
18,500
-88
-0.5% -$2.44K 0.03% 208
2023
Q4 		$535K Sell
18,588
-4,338
-19% -$131K 0.03% 202
2023
Q3 		$760K Sell
22,926
-1,270
-5% -$44.9K 0.05% 167
2023
Q2 		$888K Sell
24,196
-7,643
-24% -$297K 0.05% 181
2023
Q1 		$1.3M Buy
31,839
+4,863
+18% +$210K 0.08% 152
2022
Q4 		$1.38M Buy
26,976
+3,056
+13% +$147K 0.1% 125
2022
Q3 		$1.05M Buy
23,920
+837
+4% +$40.7K 0.09% 126
2022
Q2 		$1.21M Buy
23,083
+5,110
+28% +$260K 0.1% 133
2022
Q1 		$930K Buy
17,973
+924
+5% +$47.9K 0.06% 152
2021
Q4 		$1.01M Sell
17,049
-334
-2% -$16.5K 0.07% 149
2021
Q3 		$748K Sell
17,383
-5,646
-25% -$250K 0.06% 153
2021
Q2 		$902K Sell
23,029
-1,351
-6% -$52.5K 0.07% 146
2021
Q1 		$883K Sell
24,380
-4,243
-15% -$151K 0.07% 140
2020
Q4 		$1.05M Buy
28,623
+1,782
+7% +$65.4K 0.09% 129
2020
Q3 		$935K Buy
26,841
+2,057
+8% +$72.1K 0.09% 118
2020
Q2 		$769K Sell
24,784
-1,656
-6% -$56.3K 0.08% 124
2020
Q1 		$819K Buy
26,440
+24
+0.1% +$818 0.1% 118
2019
Q4 		$982K Buy
26,416
+957
+4% +$34.1K 0.1% 129
2019
Q3 		$868K Sell
25,459
-5,383
-17% -$196K 0.09% 130
2019
Q2 		$1.27M Buy
30,842
+2,842
+10% +$113K 0.12% 107
2019
Q1 		$1.13M Buy
28,000
+10,906
+64% +$437K 0.11% 108
2018
Q4 		$708K Buy
+17,094
New +$710K 0.08% 135

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Edge Capital Group's PFE Position: Q4 2024 in Review

Edge Capital Group increased its Pfizer (PFE) stake by 0.28% in Q4 2024, buying an estimated $1.11K and bringing the position to 14,469 shares worth $384K. The position accounts for 0.02% of the portfolio, ranked #237.

Edge Capital Group first reported a position in PFE in Q4 2018 and has held it in 25 quarters since. The position peaked at $1.38M in Q4 2022. 2,995 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

  • Edge Capital Group held 14,469 shares of Pfizer worth $384K as of Q4 2024.
  • Edge Capital Group bought 41 Pfizer shares in Q4 2024, an estimated $1.11K.
  • Pfizer made up 0.02% of Edge Capital Group's portfolio in Q4 2024, its #237 holding.
  • Edge Capital Group first reported a position in Pfizer in Q4 2018 and has held it in 25 quarters since.
  • Edge Capital Group's Pfizer position peaked at $1.38M in Q4 2022.
  • 2,995 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.