Garda Capital Partners’s Pfizer PFE Stock Holding History

Garda Capital Partners’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
2025 Q3	–	Sell	-52,100	Closed	-$1.26M	–	366
2025 Q2	$1.26M	Buy	+52,100	New	+$1.22M	0.03%	335
2023 Q4	–	Sell	-70,000	Closed	-$2.32M	–	652
2023 Q3	$2.32M	Sell	70,000 -70,000	-50%	-$2.48M	0.11%	190
2023 Q2	$5.14M	Buy	140,000 +19,000	+16%	+$740K	0.29%	82
2023 Q1	$4.94M	Hold	121,000	–	–	0.24%	82
2022 Q4	$6.2M	Buy	+121,000	New	+$5.8M	0.34%	77

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

Garda Capital Partners's PFE Position: Q4 2023 in Review

Garda Capital Partners sold out of Pfizer (PFE) in Q4 2023, closing a stake of 60,177 shares — an estimated $2M sold.

Garda Capital Partners first reported a position in PFE in Q1 2023 and held it in 3 quarters. The position peaked at $2M in Q3 2023. 2,936 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

Garda Capital Partners reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
Garda Capital Partners sold 60,177 Pfizer shares in Q4 2023, an estimated $2M.
Garda Capital Partners first reported a position in Pfizer in Q1 2023 and held it in 3 quarters.
Garda Capital Partners's Pfizer position peaked at $2M in Q3 2023.
2,936 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on Garda Capital Partners's 13F filing for Q4 2023, filed 12 Feb 2024.