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Fernwood Investment Management’s Pfizer PFE Stock Holding History

Fernwood Investment Management’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 		– Sell
-8,150
Closed -$236K – 185
2024
Q3 		$236K Sell
8,150
-3,000
-27% -$87.5K 0.08% 167
2024
Q2 		$312K Sell
11,150
-5,845
-34% -$161K 0.1% 157
2024
Q1 		$548K Sell
16,995
-7,834
-32% -$217K 0.16% 123
2023
Q4 		$855K Sell
24,829
-5,425
-18% -$164K 0.28% 82
2023
Q3 		$1.09M Sell
30,254
-1,098
-4% -$38.8K 0.39% 73
2023
Q2 		$1.2M Buy
31,352
+5,834
+23% +$227K 0.42% 68
2023
Q1 		$1.04M Buy
25,518
+5,670
+29% +$245K 0.4% 76
2022
Q4 		$1.02M Hold
19,848
– – 0.42% 72
2022
Q3 		$869K Hold
19,848
– – 0.37% 77
2022
Q2 		$1.04M Sell
19,848
-2,325
-10% -$118K 0.45% 65
2022
Q1 		$1.15M Sell
22,173
-6,580
-23% -$341K 0.4% 76
2021
Q4 		$1.7M Sell
28,753
-2,305
-7% -$114K 0.56% 54
2021
Q3 		$1.34M Hold
31,058
– – 0.46% 64
2021
Q2 		$1.22M Sell
31,058
-150
-0.5% -$5.83K 0.4% 74
2021
Q1 		$1.13M Buy
31,208
+1,000
+3% +$35.5K 0.42% 75
2020
Q4 		$1.11M Sell
30,208
-1,579
-5% -$57.9K 0.44% 68
2020
Q3 		$1.11M Sell
31,787
-737
-2% -$25.8K 0.52% 57
2020
Q2 		$1.01M Hold
32,524
– – 0.5% 57
2020
Q1 		$1.01M Hold
32,524
– – 0.64% 49
2019
Q4 		$1.21M Sell
32,524
-8,422
-21% -$300K 0.58% 51
2019
Q3 		$1.4M Buy
40,946
+8,422
+26% +$306K 0.69% 44
2019
Q2 		$1.34M Hold
32,524
– – 0.73% 43
2019
Q1 		$1.31M Hold
32,524
– – 0.7% 44
2018
Q4 		$1.35M Sell
32,524
-1,054
-3% -$43.8K 0.87% 38
2018
Q3 		$1.4M Sell
33,578
-1,581
-4% -$60.9K 0.74% 46
2018
Q2 		$1.21M Sell
35,159
-5,270
-13% -$180K 0.65% 48
2018
Q1 		$1.36M Buy
+40,429
New +$1.39M 0.76% 40

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

Fernwood Investment Management's PFE Position: Q4 2024 in Review

Fernwood Investment Management sold out of Pfizer (PFE) in Q4 2024, closing a stake of 8,150 shares — an estimated $236K sold.

Fernwood Investment Management first reported a position in PFE in Q1 2018 and held it in 27 quarters. The position peaked at $1.7M in Q4 2021. 2,995 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

  • Fernwood Investment Management reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 8,150 Pfizer shares in Q4 2024, an estimated $236K.
  • Fernwood Investment Management first reported a position in Pfizer in Q1 2018 and held it in 27 quarters.
  • Fernwood Investment Management's Pfizer position peaked at $1.7M in Q4 2021.
  • 2,995 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Fernwood Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.