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GYL Financial Synergies’s Pfizer PFE Stock Holding History

GYL Financial Synergies’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 		$8.28M Sell
286,180
-43,089
-13% -$1.26M 0.62% 38
2024
Q2 		$9.21M Sell
329,269
-8,434
-2% -$232K 0.71% 34
2024
Q1 		$9.37M Sell
337,703
-39,306
-10% -$1.09M 0.73% 36
2023
Q4 		$10.9M Buy
377,009
+23,251
+7% +$703K 0.9% 26
2023
Q3 		$11.7M Buy
353,758
+8,263
+2% +$292K 1.14% 17
2023
Q2 		$12.7M Buy
345,495
+79,726
+30% +$3.1M 1.15% 19
2023
Q1 		$10.8M Buy
265,769
+242,308
+1,033% +$10.5M 1.3% 20
2022
Q4 		$1.2M Buy
23,461
+1,634
+7% +$78.3K 0.26% 63
2022
Q3 		$955K Buy
21,827
+14
+0.1% +$680 0.26% 59
2022
Q2 		$1.14M Buy
21,813
+3,812
+21% +$194K 0.31% 51
2022
Q1 		$932K Sell
18,001
-3,618
-17% -$188K 0.22% 58
2021
Q4 		$1.28M Buy
21,619
+1,302
+6% +$64.5K 0.34% 48
2021
Q3 		$874K Buy
20,317
+2,743
+16% +$122K 0.45% 53
2021
Q2 		$688K Sell
17,574
-114
-0.6% -$4.43K 0.36% 68
2021
Q1 		$641K Sell
17,688
-12,638
-42% -$449K 0.35% 67
2020
Q4 		$1.12M Sell
30,326
-1,937
-6% -$71K 0.64% 30
2020
Q3 		$1.12M Buy
32,263
+1,295
+4% +$45.4K 0.74% 28
2020
Q2 		$961K Sell
30,968
-1,409
-4% -$47.9K 0.7% 29
2020
Q1 		$1M Buy
32,377
+299
+0.9% +$10.2K 0.64% 30
2019
Q4 		$1.19M Buy
32,078
+833
+3% +$29.7K 0.53% 36
2019
Q3 		$1.06M Buy
31,245
+6,513
+26% +$237K 0.53% 39
2019
Q2 		$1.02M Buy
24,732
+504
+2% +$20K 0.54% 36
2019
Q1 		$976K Buy
24,228
+12,424
+105% +$498K 0.55% 36
2018
Q4 		$489K Buy
+11,804
New +$490K 0.36% 54

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

GYL Financial Synergies's PFE Position: Q3 2024 in Review

GYL Financial Synergies reduced its Pfizer (PFE) stake by 13% in Q3 2024, selling an estimated $1.26M and leaving 286,180 shares worth $8.28M. The position accounts for 0.62% of the portfolio, ranked #38.

GYL Financial Synergies first reported a position in PFE in Q4 2018 and has held it in 24 quarters since. The position peaked at $12.7M in Q2 2023. 2,915 funds tracked by Wall St. Rank hold PFE as of Q3 2024.

  • GYL Financial Synergies held 286,180 shares of Pfizer worth $8.28M as of Q3 2024.
  • GYL Financial Synergies sold 43,089 Pfizer shares in Q3 2024, an estimated $1.26M.
  • Pfizer made up 0.62% of GYL Financial Synergies's portfolio in Q3 2024, its #38 holding.
  • GYL Financial Synergies first reported a position in Pfizer in Q4 2018 and has held it in 24 quarters since.
  • GYL Financial Synergies's Pfizer position peaked at $12.7M in Q2 2023.
  • 2,915 funds tracked by Wall St. Rank held Pfizer as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.