EMFO LLC’s Pfizer PFE Stock Holding History

EMFO LLC’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 Q2	$49.3K	Hold	1,763	–	–	0.04%	156
2024 Q1	$48.9K	Sell	1,763 -1,458	-45%	-$40.5K	0.04%	155
2023 Q4	$92.7K	Sell	3,221 -3,860	-55%	-$117K	0.09%	127
2023 Q3	$235K	Hold	7,081	–	–	0.22%	83
2023 Q2	$260K	Hold	7,081	–	–	0.24%	80
2023 Q1	$289K	Hold	7,081	–	–	0.27%	69
2022 Q4	$363K	Sell	7,081 -8,200	-54%	-$393K	0.36%	60
2022 Q3	$669K	Hold	15,281	–	–	0.64%	44
2022 Q2	$801K	Hold	15,281	–	–	0.81%	35
2022 Q1	$791K	Hold	15,281	–	–	0.72%	33
2021 Q4	$902K	Sell	15,281 -1,200	-7%	-$59.5K	0.8%	34
2021 Q3	$709K	Buy	16,481 +4,000	+32%	+$177K	0.63%	39
2021 Q2	$489K	Buy	+12,481	New	+$485K	0.43%	54

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

EMFO LLC's PFE Position: Q2 2024 in Review

EMFO LLC held its Pfizer (PFE) position steady in Q2 2024 at 1,763 shares worth $49.3K. The position accounts for 0.04% of the portfolio, ranked #156.

EMFO LLC first reported a position in PFE in Q2 2021 and has held it in 13 quarters since. The position peaked at $902K in Q4 2021. 2,873 funds tracked by Wall St. Rank hold PFE as of Q2 2024.

EMFO LLC held 1,763 shares of Pfizer worth $49.3K as of Q2 2024.
EMFO LLC left its Pfizer share count unchanged in Q2 2024.
Pfizer made up 0.04% of EMFO LLC's portfolio in Q2 2024, its #156 holding.
EMFO LLC first reported a position in Pfizer in Q2 2021 and has held it in 13 quarters since.
EMFO LLC's Pfizer position peaked at $902K in Q4 2021.
2,873 funds tracked by Wall St. Rank held Pfizer as of Q2 2024.

Based on EMFO LLC's 13F filing for Q2 2024, filed 26 Jul 2024.