HCM
PFE icon

HM Capital Management’s Pfizer PFE Stock Holding History

HM Capital 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
Q3 		$549K Hold
12,542
– – 0.33% 33
2022
Q2 		$658K Buy
12,542
+6,633
+112% +$338K 0.37% 32
2022
Q1 		$306K Buy
5,909
+650
+12% +$33.7K 0.11% 45
2021
Q4 		$311K Buy
+5,259
New +$261K 0.12% 46

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

HM Capital Management's PFE Position: Q3 2022 in Review

HM Capital Management held its Pfizer (PFE) position steady in Q3 2022 at 12,542 shares worth $549K. The position accounts for 0.33% of the portfolio, ranked #33.

HM Capital Management first reported a position in PFE in Q4 2021 and has held it in 4 quarters since. The position peaked at $658K in Q2 2022. 3,088 funds tracked by Wall St. Rank hold PFE as of Q3 2022.

  • HM Capital Management held 12,542 shares of Pfizer worth $549K as of Q3 2022.
  • HM Capital Management left its Pfizer share count unchanged in Q3 2022.
  • Pfizer made up 0.33% of HM Capital Management's portfolio in Q3 2022, its #33 holding.
  • HM Capital Management first reported a position in Pfizer in Q4 2021 and has held it in 4 quarters since.
  • HM Capital Management's Pfizer position peaked at $658K in Q2 2022.
  • 3,088 funds tracked by Wall St. Rank held Pfizer as of Q3 2022.

Based on HM Capital Management's 13F filing for Q3 2022, filed 7 Nov 2022.