Evelyn V. Moreno’s Pfizer PFE Stock Holding History

Evelyn V. Moreno’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	-5,232	Closed	-$268K	–	157
2022 Q4	$268K	Buy	5,232 +375	+8%	+$18K	0.06%	138
2022 Q3	$213K	Sell	4,857 -81	-2%	-$3.94K	0.1%	136
2022 Q2	$259K	Buy	+4,938	New	+$252K	0.06%	130
2017 Q3	–	Sell	-7,273	Closed	-$232K	–	70
2017 Q2	$232K	Hold	7,273	–	–	0.07%	66
2017 Q1	$236K	Sell	7,273 -637	-8%	-$20.1K	0.07%	68
2016 Q4	$244K	Hold	7,910	–	–	0.09%	66
2016 Q3	$254K	Sell	7,910 -1,046	-12%	-$35K	0.09%	65
2016 Q2	$300K	Hold	8,956	–	–	0.11%	63
2016 Q1	$252K	Sell	8,956 -10	-0.1%	-$286	0.1%	66
2015 Q4	$274K	Hold	8,966	–	–	0.11%	66
2015 Q3	$267K	Hold	8,966	–	–	0.11%	69
2015 Q2	$286K	Buy	8,966 +540	+6%	+$17.6K	0.11%	67
2015 Q1	$278K	Hold	8,426	–	–	0.11%	69
2014 Q4	$249K	Buy	8,426 +633	+8%	+$18.1K	0.09%	73
2014 Q3	$219K	Sell	7,793 -1,581	-17%	-$44.4K	0.08%	72
2014 Q2	$264K	Hold	9,374	–	–	0.1%	73
2014 Q1	$285K	Buy	9,374 +1,554	+20%	+$46.3K	0.11%	69
2013 Q4	$227K	Buy	+7,820	New	+$228K	0.09%	74

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Evelyn V. Moreno's PFE Position: Q1 2023 in Review

Evelyn V. Moreno sold out of Pfizer (PFE) in Q1 2023, closing a stake of 5,232 shares — an estimated $268K sold.

Evelyn V. Moreno first reported a position in PFE in Q4 2013 and held it in 18 quarters. The position peaked at $300K in Q2 2016. 3,105 funds tracked by Wall St. Rank hold PFE as of Q1 2023.

Evelyn V. Moreno reported no remaining Pfizer position as of Q1 2023 after selling out during the quarter.
Evelyn V. Moreno sold 5,232 Pfizer shares in Q1 2023, an estimated $268K.
Evelyn V. Moreno first reported a position in Pfizer in Q4 2013 and held it in 18 quarters.
Evelyn V. Moreno's Pfizer position peaked at $300K in Q2 2016.
3,105 funds tracked by Wall St. Rank held Pfizer as of Q1 2023.

Based on Evelyn V. Moreno's 13F filing for Q1 2023, filed 12 May 2023.