Houlihan Financial Resource Group’s Pfizer PFE Stock Holding History

Houlihan Financial Resource Group’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
2023 Q2	–	Sell	-5,775	Closed	-$236K	–	163
2023 Q1	$236K	Sell	5,775 -338	-6%	-$14.6K	0.13%	83
2022 Q4	$296K	Hold	6,113	–	–	0.17%	78
2022 Q3	$285K	Buy	+6,113	New	+$297K	0.17%	71
2020 Q3	$252K	Buy	+6,907	New	+$242K	0.15%	90
2020 Q1	$207K	Sell	6,672 -119	-2%	-$4.05K	0.18%	81
2019 Q4	$252K	Buy	+6,791	New	+$242K	0.16%	84

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Houlihan Financial Resource Group's PFE Position: Q2 2023 in Review

Houlihan Financial Resource Group sold out of Pfizer (PFE) in Q2 2023, closing a stake of 5,775 shares — an estimated $236K sold.

Houlihan Financial Resource Group first reported a position in PFE in Q4 2019 and held it in 6 quarters. The position peaked at $296K in Q4 2022. 3,041 funds tracked by Wall St. Rank hold PFE as of Q2 2023.

Houlihan Financial Resource Group reported no remaining Pfizer position as of Q2 2023 after selling out during the quarter.
Houlihan Financial Resource Group sold 5,775 Pfizer shares in Q2 2023, an estimated $236K.
Houlihan Financial Resource Group first reported a position in Pfizer in Q4 2019 and held it in 6 quarters.
Houlihan Financial Resource Group's Pfizer position peaked at $296K in Q4 2022.
3,041 funds tracked by Wall St. Rank held Pfizer as of Q2 2023.

Based on Houlihan Financial Resource Group's 13F filing for Q2 2023, filed 2 Aug 2023.