Galvin Gaustad & Stein’s Pfizer PFE Stock Holding History

Galvin Gaustad & Stein’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	-19,327	Closed	-$559K	–	192
2024 Q3	$559K	Buy	19,327 +1,627	+9%	+$47.5K	0.05%	122
2024 Q2	$495K	Buy	+17,700	New	+$487K	0.05%	126
2021 Q3	–	Sell	-8,633	Closed	-$338K	–	188
2021 Q2	$338K	Sell	8,633 -2,023	-19%	-$78.7K	0.03%	151
2021 Q1	$386K	Buy	10,656 +3,222	+43%	+$114K	0.04%	144
2020 Q4	$274K	Buy	+7,434	New	+$273K	0.03%	165

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

Galvin Gaustad & Stein's PFE Position: Q4 2024 in Review

Galvin Gaustad & Stein sold out of Pfizer (PFE) in Q4 2024, closing a stake of 19,327 shares — an estimated $559K sold.

Galvin Gaustad & Stein first reported a position in PFE in Q4 2020 and held it in 5 quarters. The position peaked at $559K in Q3 2024. 2,996 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

Galvin Gaustad & Stein reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
Galvin Gaustad & Stein sold 19,327 Pfizer shares in Q4 2024, an estimated $559K.
Galvin Gaustad & Stein first reported a position in Pfizer in Q4 2020 and held it in 5 quarters.
Galvin Gaustad & Stein's Pfizer position peaked at $559K in Q3 2024.
2,996 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Galvin Gaustad & Stein's 13F filing for Q4 2024, filed 17 Jan 2025.