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Harvest Investment Services’s Pfizer PFE Stock Holding History

Harvest Investment Services’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
Q4 		– Sell
-6,084
Closed -$202K – 199
2023
Q3 		$202K Buy
+6,084
New +$215K 0.13% 133
2019
Q1 		– Sell
-7,410
Closed -$286K – 165
2018
Q4 		$286K Buy
+7,410
New +$308K 0.26% 80

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Harvest Investment Services's PFE Position: Q4 2023 in Review

Harvest Investment Services sold out of Pfizer (PFE) in Q4 2023, closing a stake of 6,084 shares — an estimated $202K sold.

Harvest Investment Services first reported a position in PFE in Q4 2018 and held it in 2 quarters. The position peaked at $286K in Q4 2018. 2,935 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

  • Harvest Investment Services reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
  • Harvest Investment Services sold 6,084 Pfizer shares in Q4 2023, an estimated $202K.
  • Harvest Investment Services first reported a position in Pfizer in Q4 2018 and held it in 2 quarters.
  • Harvest Investment Services's Pfizer position peaked at $286K in Q4 2018.
  • 2,935 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on Harvest Investment Services's 13F filing for Q4 2023, filed 12 Feb 2024.