Gates Foundation Trust’s Pfizer PFE Stock Holding History

Gates Foundation Trust’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	-68,000	Closed	-$2.26M	–	59
2023 Q3	$2.26M	Buy	+68,000	New	+$2.4M	0.01%	59

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

Gates Foundation Trust's PFE Position: Q4 2023 in Review

Gates Foundation Trust sold out of Pfizer (PFE) in Q4 2023, closing a stake of 68,000 shares — an estimated $2.26M sold.

Gates Foundation Trust first reported a position in PFE in Q3 2023 and held it in 1 quarter. The position peaked at $2.26M in Q3 2023. 2,936 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

Gates Foundation Trust reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
Gates Foundation Trust sold 68,000 Pfizer shares in Q4 2023, an estimated $2.26M.
Gates Foundation Trust first reported a position in Pfizer in Q3 2023 and held it in 1 quarter.
Gates Foundation Trust's Pfizer position peaked at $2.26M in Q3 2023.
2,936 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on Gates Foundation Trust's 13F filing for Q4 2023, filed 14 Feb 2024.