Fogel Capital Management’s Pfizer PFE Stock Holding History

Fogel Capital 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	-156,346	Closed	-$4.52M	–	43
2024 Q3	$4.52M	Buy	156,346 +60,020	+62%	+$1.75M	2.33%	16
2024 Q2	$2.7M	Buy	+96,326	New	+$2.65M	1.44%	18

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Fogel Capital Management's PFE Position: Q4 2024 in Review

Fogel Capital Management sold out of Pfizer (PFE) in Q4 2024, closing a stake of 156,346 shares — an estimated $4.52M sold.

Fogel Capital Management first reported a position in PFE in Q2 2024 and held it in 2 quarters. The position peaked at $4.52M in Q3 2024. 2,996 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

Fogel Capital Management reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
Fogel Capital Management sold 156,346 Pfizer shares in Q4 2024, an estimated $4.52M.
Fogel Capital Management first reported a position in Pfizer in Q2 2024 and held it in 2 quarters.
Fogel Capital Management's Pfizer position peaked at $4.52M in Q3 2024.
2,996 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Fogel Capital Management's 13F filing for Q4 2024, filed 27 Jan 2025.