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Hamilton Capital’s Pfizer PFE Stock Holding History

Hamilton Capital’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
Q1 		– Sell
-11,586
Closed -$594K – 142
2022
Q4 		$594K Buy
11,586
+6,927
+149% +$332K 0.04% 50
2022
Q3 		$204K Sell
4,659
-1,392
-23% -$67.6K 0.01% 92
2022
Q2 		$317K Buy
6,051
+130
+2% +$6.63K 0.02% 71
2022
Q1 		$307K Sell
5,921
-216
-4% -$11.2K 0.02% 80
2021
Q4 		$362K Buy
+6,137
New +$304K 0.03% 92
2019
Q3 		– Sell
-12,161
Closed -$500K – 47
2019
Q2 		$500K Buy
12,161
+3,678
+43% +$146K 0.17% 26
2019
Q1 		$342K Buy
8,483
+1,238
+17% +$49.6K 0.15% 25
2018
Q4 		$288K Buy
7,245
+715
+11% +$29.7K 0.13% 23
2018
Q3 		$273K Buy
6,530
+435
+7% +$16.7K 0.1% 22
2018
Q2 		$210K Hold
6,095
– – 0.08% 24
2018
Q1 		$205K Buy
6,095
+60
+1% +$2.06K 0.08% 24
2017
Q4 		$207K Buy
+6,035
New +$206K 0.08% 31

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hamilton Capital's PFE Position: Q1 2023 in Review

Hamilton Capital sold out of Pfizer (PFE) in Q1 2023, closing a stake of 11,586 shares — an estimated $594K sold.

Hamilton Capital first reported a position in PFE in Q4 2017 and held it in 12 quarters. The position peaked at $594K in Q4 2022. 3,102 funds tracked by Wall St. Rank hold PFE as of Q1 2023.

  • Hamilton Capital reported no remaining Pfizer position as of Q1 2023 after selling out during the quarter.
  • Hamilton Capital sold 11,586 Pfizer shares in Q1 2023, an estimated $594K.
  • Hamilton Capital first reported a position in Pfizer in Q4 2017 and held it in 12 quarters.
  • Hamilton Capital's Pfizer position peaked at $594K in Q4 2022.
  • 3,102 funds tracked by Wall St. Rank held Pfizer as of Q1 2023.

Based on Hamilton Capital's 13F filing for Q1 2023, filed 3 May 2023.