Hudson Value Partners’s Pfizer PFE Stock Holding History

Hudson Value 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 Q4	–	Sell	-9,983	Closed	-$289K	–	101
2024 Q3	$289K	Sell	9,983 -218	-2%	-$6.36K	0.11%	86
2024 Q2	$285K	Hold	10,201	–	–	0.12%	84
2024 Q1	$283K	Sell	10,201 -1,655	-14%	-$45.9K	0.12%	85
2023 Q4	$341K	Sell	11,856 -5,978	-34%	-$181K	0.16%	81
2023 Q3	$592K	Hold	17,834	–	–	0.31%	72
2023 Q2	$654K	Sell	17,834 -103	-0.6%	-$4.01K	0.33%	68
2023 Q1	$732K	Buy	17,937 +703	+4%	+$30.4K	0.42%	64
2022 Q4	$883K	Sell	17,234 -301	-2%	-$14.4K	0.54%	56
2022 Q3	$767K	Hold	17,535	–	–	0.52%	58
2022 Q2	$919K	Sell	17,535 -1,970	-10%	-$100K	0.58%	50
2022 Q1	$1.01M	Buy	19,505 +24	+0.1%	+$1.25K	0.52%	57
2021 Q4	$1.15M	Hold	19,481	–	–	0.56%	55
2021 Q3	$838K	Buy	19,481 +300	+2%	+$13.3K	0.46%	67
2021 Q2	$751K	Buy	19,181 +174	+0.9%	+$6.77K	0.41%	71
2021 Q1	$689K	Sell	19,007 -1,000	-5%	-$35.5K	0.42%	71
2020 Q4	$735K	Buy	+20,007	New	+$734K	0.49%	66

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Hudson Value Partners's PFE Position: Q4 2024 in Review

Hudson Value Partners sold out of Pfizer (PFE) in Q4 2024, closing a stake of 9,983 shares — an estimated $289K sold.

Hudson Value Partners first reported a position in PFE in Q4 2020 and held it in 16 quarters. The position peaked at $1.15M in Q4 2021. 3,001 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

Hudson Value Partners reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
Hudson Value Partners sold 9,983 Pfizer shares in Q4 2024, an estimated $289K.
Hudson Value Partners first reported a position in Pfizer in Q4 2020 and held it in 16 quarters.
Hudson Value Partners's Pfizer position peaked at $1.15M in Q4 2021.
3,001 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Hudson Value Partners's 13F filing for Q4 2024, filed 3 Feb 2025.