Greystone Financial Group’s Pfizer PFE Stock Holding History

Greystone Financial Group’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	-256,521	Closed	-$7.42M	–	105
2024 Q3	$7.42M	Buy	256,521 +9,676	+4%	+$282K	1.33%	29
2024 Q2	$6.91M	Buy	246,845 +40,879	+20%	+$1.13M	1.35%	33
2024 Q1	$5.72M	Buy	+205,966	New	+$5.72M	1.14%	38
2023 Q4	–	Sell	-118,587	Closed	-$3.93M	–	117
2023 Q3	$3.93M	Buy	118,587 +8,712	+8%	+$308K	0.98%	43
2023 Q2	$4.03M	Sell	109,875 -57,740	-34%	-$2.25M	0.93%	40
2023 Q1	$6.84M	Sell	167,615 -7,969	-5%	-$344K	1.72%	33
2022 Q4	$9M	Sell	175,584 -1,595	-0.9%	-$76.5K	2.64%	8
2022 Q3	$7.75M	Sell	177,179 -4,008	-2%	-$195K	2.63%	10
2022 Q2	$9.5M	Buy	+181,187	New	+$9.23M	2.96%	5
2021 Q1	–	Sell	-155,010	Closed	-$5.4M	–	110
2020 Q4	$5.4M	Buy	+155,010	New	+$5.69M	1.47%	33

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 $315B AUM 27.84% 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

Greystone Financial Group's PFE Position: Q4 2024 in Review

Greystone Financial Group sold out of Pfizer (PFE) in Q4 2024, closing a stake of 256,521 shares — an estimated $7.42M sold.

Greystone Financial Group first reported a position in PFE in Q4 2020 and held it in 10 quarters. The position peaked at $9.5M in Q2 2022. 2,996 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

Greystone Financial Group reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
Greystone Financial Group sold 256,521 Pfizer shares in Q4 2024, an estimated $7.42M.
Greystone Financial Group first reported a position in Pfizer in Q4 2020 and held it in 10 quarters.
Greystone Financial Group's Pfizer position peaked at $9.5M in Q2 2022.
2,996 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Greystone Financial Group's 13F filing for Q4 2024, filed 3 Feb 2025.