Gunn & Company Investment Management’s Pfizer PFE Stock Holding History

Gunn & Company Investment Management’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 Q3	–	Sell	-67,081	Closed	-$1.88M	–	117
2024 Q2	$1.88M	Buy	+67,081	New	+$1.85M	0.11%	56
2024 Q1	–	Sell	-90,341	Closed	-$2.6M	–	110
2023 Q4	$2.6M	Buy	+90,341	New	+$2.73M	0.17%	44

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Gunn & Company Investment Management's PFE Position: Q3 2024 in Review

Gunn & Company Investment Management sold out of Pfizer (PFE) in Q3 2024, closing a stake of 67,081 shares — an estimated $1.88M sold.

Gunn & Company Investment Management first reported a position in PFE in Q4 2023 and held it in 2 quarters. The position peaked at $2.6M in Q4 2023. 2,910 funds tracked by Wall St. Rank hold PFE as of Q3 2024.

Gunn & Company Investment Management reported no remaining Pfizer position as of Q3 2024 after selling out during the quarter.
Gunn & Company Investment Management sold 67,081 Pfizer shares in Q3 2024, an estimated $1.88M.
Gunn & Company Investment Management first reported a position in Pfizer in Q4 2023 and held it in 2 quarters.
Gunn & Company Investment Management's Pfizer position peaked at $2.6M in Q4 2023.
2,910 funds tracked by Wall St. Rank held Pfizer as of Q3 2024.

Based on Gunn & Company Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.