Gruss & Co’s Pfizer PFE Stock Holding History

Gruss & Co’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 Q2	–	Sell	-22,000	Closed	-$611K	–	20
2024 Q1	$611K	Sell	22,000 -5,500	-20%	-$153K	3.37%	11
2023 Q4	$792K	Buy	+27,500	New	+$831K	6.13%	6
2015 Q2	–	Sell	-115,940	Closed	-$3.83M	–	46
2015 Q1	$3.83M	Buy	+115,940	New	+$3.69M	4.08%	10

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Gruss & Co's PFE Position: Q2 2024 in Review

Gruss & Co sold out of Pfizer (PFE) in Q2 2024, closing a stake of 22,000 shares — an estimated $611K sold.

Gruss & Co first reported a position in PFE in Q1 2015 and held it in 3 quarters. The position peaked at $3.83M in Q1 2015. 2,879 funds tracked by Wall St. Rank hold PFE as of Q2 2024.

Gruss & Co reported no remaining Pfizer position as of Q2 2024 after selling out during the quarter.
Gruss & Co sold 22,000 Pfizer shares in Q2 2024, an estimated $611K.
Gruss & Co first reported a position in Pfizer in Q1 2015 and held it in 3 quarters.
Gruss & Co's Pfizer position peaked at $3.83M in Q1 2015.
2,879 funds tracked by Wall St. Rank held Pfizer as of Q2 2024.

Based on Gruss & Co's 13F filing for Q2 2024, filed 8 Aug 2024.