Fund Management at Engine No 1’s Pfizer PFE Stock Holding History

Fund Management at Engine No 1’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 Q4	–	Sell	-80,744	Closed	-$2.68M	–	312
2023 Q3	$2.68M	Buy	80,744 +7,252	+10%	+$256K	0.41%	48
2023 Q2	$2.7M	Buy	73,492 +5,406	+8%	+$210K	0.5%	43
2023 Q1	$2.78M	Buy	68,086 +6,294	+10%	+$272K	0.56%	38
2022 Q4	$3.17M	Buy	61,792 +7,826	+15%	+$375K	0.77%	32
2022 Q3	$2.36M	Sell	53,966 -2,688	-5%	-$131K	0.7%	33
2022 Q2	$2.97M	Buy	56,654 +9,139	+19%	+$466K	0.78%	27
2022 Q1	$2.46M	Buy	+47,515	New	+$2.47M	0.62%	35

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Fund Management at Engine No 1's PFE Position: Q4 2023 in Review

Fund Management at Engine No 1 sold out of Pfizer (PFE) in Q4 2023, closing a stake of 80,744 shares — an estimated $2.68M sold.

Fund Management at Engine No 1 first reported a position in PFE in Q1 2022 and held it in 7 quarters. The position peaked at $3.17M in Q4 2022. 2,935 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

Fund Management at Engine No 1 reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
Fund Management at Engine No 1 sold 80,744 Pfizer shares in Q4 2023, an estimated $2.68M.
Fund Management at Engine No 1 first reported a position in Pfizer in Q1 2022 and held it in 7 quarters.
Fund Management at Engine No 1's Pfizer position peaked at $3.17M in Q4 2022.
2,935 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on Fund Management at Engine No 1's 13F filing for Q4 2023.