Eudaimonia Advisors’s Pfizer PFE Stock Holding History

Eudaimonia Advisors’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 Q1	$430K	Sell	15,505 -27,818	-64%	-$772K	0.23%	111
2023 Q4	$1.25M	Sell	43,323 -3,059	-7%	-$92.5K	0.81%	35
2023 Q3	$1.54M	Sell	46,382 -3,279	-7%	-$116K	1.08%	23
2023 Q2	$1.82M	Sell	49,661 -833	-2%	-$32.4K	1.22%	20
2023 Q1	$2.06M	Sell	50,494 -2,986	-6%	-$129K	1.39%	16
2022 Q4	$2.74M	Buy	53,480 +2,173	+4%	+$104K	1.85%	13
2022 Q3	$2.25M	Buy	51,307 +454	+0.9%	+$22.1K	1.55%	16
2022 Q2	$2.67M	Buy	50,853 +2,857	+6%	+$146K	1.83%	12
2022 Q1	$2.48M	Sell	47,996 -2,130	-4%	-$111K	1.43%	15
2021 Q4	$2.96M	Buy	+50,126	New	+$2.48M	1.74%	10

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

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

Norges Bank Oslo, Norway $935B AUM

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

Eudaimonia Advisors's PFE Position: Q1 2024 in Review

Eudaimonia Advisors reduced its Pfizer (PFE) stake by 64% in Q1 2024, selling an estimated $772K and leaving 15,505 shares worth $430K. The position accounts for 0.23% of the portfolio, ranked #111.

Eudaimonia Advisors first reported a position in PFE in Q4 2021 and has held it in 10 quarters since. The position peaked at $2.96M in Q4 2021. 2,874 funds tracked by Wall St. Rank hold PFE as of Q1 2024.

Eudaimonia Advisors held 15,505 shares of Pfizer worth $430K as of Q1 2024.
Eudaimonia Advisors sold 27,818 Pfizer shares in Q1 2024, an estimated $772K.
Pfizer made up 0.23% of Eudaimonia Advisors's portfolio in Q1 2024, its #111 holding.
Eudaimonia Advisors first reported a position in Pfizer in Q4 2021 and has held it in 10 quarters since.
Eudaimonia Advisors's Pfizer position peaked at $2.96M in Q4 2021.
2,874 funds tracked by Wall St. Rank held Pfizer as of Q1 2024.

Based on Eudaimonia Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.