Hilltop Partners’s Pfizer PFE Stock Holding History

Hilltop 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	-27,705	Closed	-$798K	–	103
2023 Q4	$798K	Sell	27,705 -564	-2%	-$17.1K	0.31%	43
2023 Q3	$938K	Buy	28,269 +8,223	+41%	+$291K	0.39%	38
2023 Q2	$735K	Buy	+20,046	New	+$780K	0.31%	41

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Hilltop Partners's PFE Position: Q1 2024 in Review

Hilltop Partners sold out of Pfizer (PFE) in Q1 2024, closing a stake of 27,705 shares — an estimated $798K sold.

Hilltop Partners first reported a position in PFE in Q2 2023 and held it in 3 quarters. The position peaked at $938K in Q3 2023. 2,874 funds tracked by Wall St. Rank hold PFE as of Q1 2024.

Hilltop Partners reported no remaining Pfizer position as of Q1 2024 after selling out during the quarter.
Hilltop Partners sold 27,705 Pfizer shares in Q1 2024, an estimated $798K.
Hilltop Partners first reported a position in Pfizer in Q2 2023 and held it in 3 quarters.
Hilltop Partners's Pfizer position peaked at $938K in Q3 2023.
2,874 funds tracked by Wall St. Rank held Pfizer as of Q1 2024.

Based on Hilltop Partners's 13F filing for Q1 2024, filed 13 May 2024.