HVM
PFE icon

Harvest Volatility Management’s Pfizer PFE Stock Holding History

Harvest Volatility 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
2022
Q4 		– Sell
-4,927
Closed -$218K – 142
2022
Q3 		$218K Sell
4,927
-478
-9% -$23.2K 0.04% 130
2022
Q2 		$283K Buy
5,405
+734
+16% +$37.4K 0.05% 128
2022
Q1 		$242K Buy
+4,671
New +$242K 0.03% 138

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Harvest Volatility Management's PFE Position: Q4 2022 in Review

Harvest Volatility Management sold out of Pfizer (PFE) in Q4 2022, closing a stake of 4,927 shares — an estimated $218K sold.

Harvest Volatility Management first reported a position in PFE in Q1 2022 and held it in 3 quarters. The position peaked at $283K in Q2 2022. 3,268 funds tracked by Wall St. Rank hold PFE as of Q4 2022.

  • Harvest Volatility Management reported no remaining Pfizer position as of Q4 2022 after selling out during the quarter.
  • Harvest Volatility Management sold 4,927 Pfizer shares in Q4 2022, an estimated $218K.
  • Harvest Volatility Management first reported a position in Pfizer in Q1 2022 and held it in 3 quarters.
  • Harvest Volatility Management's Pfizer position peaked at $283K in Q2 2022.
  • 3,268 funds tracked by Wall St. Rank held Pfizer as of Q4 2022.

Based on Harvest Volatility Management's 13F filing for Q4 2022, filed 9 Feb 2023.