Gyroscope Capital Management Group’s Pfizer PFE Stock Holding History

Gyroscope Capital Management 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
2023 Q3	$8.75M	Buy	263,870 +21,393	+9%	+$757K	2.01%	13
2023 Q2	$8.89M	Buy	242,477 +29,680	+14%	+$1.16M	2.05%	18
2023 Q1	$8.68M	Buy	212,797 +27,106	+15%	+$1.17M	2.21%	15
2022 Q4	$9.51M	Buy	185,691 +176,590	+1,940%	+$8.47M	2.89%	5
2022 Q3	$398K	Buy	9,101 +4,401	+94%	+$214K	0.15%	103
2022 Q2	$246K	Buy	+4,700	New	+$240K	0.08%	106
2020 Q3	–	Sell	-18,159	Closed	-$563K	–	122
2020 Q2	$563K	Buy	18,159 +832	+5%	+$28.3K	0.26%	88
2020 Q1	$537K	Buy	17,327 +1,695	+11%	+$57.8K	0.25%	73
2019 Q4	$581K	Buy	15,632 +1,101	+8%	+$39.2K	0.21%	78
2019 Q3	$489K	Buy	14,531 +4,725	+48%	+$172K	0.19%	80
2019 Q2	$409K	Sell	9,806 -15,791	-62%	-$627K	0.15%	92
2019 Q1	$1.02M	Buy	25,597 +16,712	+188%	+$669K	0.39%	48
2018 Q4	$368K	Buy	8,885 +75	+0.9%	+$3.11K	0.14%	103
2018 Q3	$375K	Buy	+8,810	New	+$339K	0.15%	83
2015 Q1	–	Sell	-17,312	Closed	-$512K	–	76
2014 Q4	$512K	Buy	+17,312	New	+$496K	0.42%	38

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

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

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gyroscope Capital Management Group's PFE Position: Q3 2023 in Review

Gyroscope Capital Management Group increased its Pfizer (PFE) stake by 8.8% in Q3 2023, buying an estimated $757K and bringing the position to 263,870 shares worth $8.75M. The position accounts for 2.01% of the portfolio, ranked #13.

Gyroscope Capital Management Group first reported a position in PFE in Q4 2014 and has held it in 15 quarters since. The position peaked at $9.51M in Q4 2022. 2,925 funds tracked by Wall St. Rank hold PFE as of Q3 2023.

Gyroscope Capital Management Group held 263,870 shares of Pfizer worth $8.75M as of Q3 2023.
Gyroscope Capital Management Group bought 21,393 Pfizer shares in Q3 2023, an estimated $757K.
Pfizer made up 2.01% of Gyroscope Capital Management Group's portfolio in Q3 2023, its #13 holding.
Gyroscope Capital Management Group first reported a position in Pfizer in Q4 2014 and has held it in 15 quarters since.
Gyroscope Capital Management Group's Pfizer position peaked at $9.51M in Q4 2022.
2,925 funds tracked by Wall St. Rank held Pfizer as of Q3 2023.

Based on Gyroscope Capital Management Group's 13F filing for Q3 2023, filed 13 Nov 2023.