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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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