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Hotaling Investment Management’s Pfizer PFE Stock Holding History

Hotaling Investment 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 		$3.67M Buy
71,697
+75
+0.1% +$3.6K 1.66% 18
2022
Q3 		$3.13M Sell
71,622
-26,711
-27% -$1.3M 1.5% 20
2022
Q2 		$5.16M Buy
98,333
+30,246
+44% +$1.54M 2.24% 7
2022
Q1 		$3.52M Sell
68,087
-27,717
-29% -$1.44M 1.35% 18
2021
Q4 		$5.66M Buy
95,804
+60,231
+169% +$2.98M 1.96% 9
2021
Q3 		$1.53M Sell
35,573
-720
-2% -$31.9K 0.64% 57
2021
Q2 		$1.42M Buy
36,293
+1,697
+5% +$66K 0.58% 64
2021
Q1 		$1.25M Sell
34,596
-439
-1% -$15.6K 0.56% 58
2020
Q4 		$1.29M Sell
35,035
-652
-2% -$23.9K 0.6% 57
2020
Q3 		$1.24M Buy
35,687
+3,100
+10% +$109K 0.67% 50
2020
Q2 		$1.01M Buy
32,587
+3,645
+13% +$124K 0.58% 58
2020
Q1 		$896K Buy
28,942
+232
+0.8% +$7.91K 0.67% 53
2019
Q4 		$1.07M Buy
28,710
+2,145
+8% +$76.4K 0.61% 59
2019
Q3 		$906K Buy
26,565
+11
+0% +$400 0.58% 58
2019
Q2 		$1.09M Sell
26,554
-393
-1% -$15.6K 0.7% 55
2019
Q1 		$1.09M Buy
26,947
+10,915
+68% +$437K 0.73% 54
2018
Q4 		$664K Buy
+16,032
New +$666K 0.54% 64

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hotaling Investment Management's PFE Position: Q4 2022 in Review

Hotaling Investment Management increased its Pfizer (PFE) stake by 0.1% in Q4 2022, buying an estimated $3.6K and bringing the position to 71,697 shares worth $3.67M. The position accounts for 1.66% of the portfolio, ranked #18.

Hotaling Investment Management first reported a position in PFE in Q4 2018 and has held it in 17 quarters since. The position peaked at $5.66M in Q4 2021. 3,265 funds tracked by Wall St. Rank hold PFE as of Q4 2022.

  • Hotaling Investment Management held 71,697 shares of Pfizer worth $3.67M as of Q4 2022.
  • Hotaling Investment Management bought 75 Pfizer shares in Q4 2022, an estimated $3.6K.
  • Pfizer made up 1.66% of Hotaling Investment Management's portfolio in Q4 2022, its #18 holding.
  • Hotaling Investment Management first reported a position in Pfizer in Q4 2018 and has held it in 17 quarters since.
  • Hotaling Investment Management's Pfizer position peaked at $5.66M in Q4 2021.
  • 3,265 funds tracked by Wall St. Rank held Pfizer as of Q4 2022.

Based on Hotaling Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.