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HealthInvest Partners’s Pfizer PFE Stock Holding History

HealthInvest Partners’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
Q1 		– Sell
-42,820
Closed -$1.23M – 48
2023
Q4 		$1.23M Buy
+42,820
New +$1.29M 0.97% 25
2022
Q4 		$62.5K Buy
+1,220
New +$58.5K 0.12% 17
2017
Q4 		$2.72M Sell
79,155
-111,935
-59% -$3.82M 5.74% 11
2017
Q3 		$6.47M Sell
191,090
-24,769
-11% -$796K 7.56% 7
2017
Q2 		$6.88M Buy
+215,859
New +$6.81M 8.58% 7
2015
Q4 		– Sell
-802,094
Closed -$23.9M – 16
2015
Q3 		$23.9M Sell
802,094
-89,590
-10% -$2.87M 14.14% 2
2015
Q2 		$28.4M Buy
891,684
+335,172
+60% +$10.9M 14.49% 1
2015
Q1 		$18.4M Buy
556,512
+66,402
+14% +$2.11M 12.72% 2
2014
Q4 		$14.5M Buy
+490,110
New +$14.1M 11.98% 1

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

HealthInvest Partners's PFE Position: Q1 2024 in Review

HealthInvest Partners sold out of Pfizer (PFE) in Q1 2024, closing a stake of 42,820 shares — an estimated $1.23M sold.

HealthInvest Partners first reported a position in PFE in Q4 2014 and held it in 9 quarters. The position peaked at $28.4M in Q2 2015. 2,874 funds tracked by Wall St. Rank hold PFE as of Q1 2024.

  • HealthInvest Partners reported no remaining Pfizer position as of Q1 2024 after selling out during the quarter.
  • HealthInvest Partners sold 42,820 Pfizer shares in Q1 2024, an estimated $1.23M.
  • HealthInvest Partners first reported a position in Pfizer in Q4 2014 and held it in 9 quarters.
  • HealthInvest Partners's Pfizer position peaked at $28.4M in Q2 2015.
  • 2,874 funds tracked by Wall St. Rank held Pfizer as of Q1 2024.

Based on HealthInvest Partners's 13F filing for Q1 2024, filed 25 Apr 2024.