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Industrial Alliance Investment Management’s Pfizer PFE Stock Holding History

Industrial Alliance 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
2023
Q3 		– Sell
-5,220
Closed -$191K – 126
2023
Q2 		$191K Sell
5,220
-296,772
-98% -$11.6M 0.1% 84
2023
Q1 		$12.3M Buy
301,992
+49,807
+20% +$2.15M 0.34% 65
2022
Q4 		$12.9M Buy
252,185
+11,591
+5% +$556K 0.36% 67
2022
Q3 		$10.5M Sell
240,594
-117,797
-33% -$5.72M 0.31% 86
2022
Q2 		$18.8M Sell
358,391
-64,294
-15% -$3.28M 0.54% 46
2022
Q1 		$21.9M Sell
422,685
-95,012
-18% -$4.93M 0.52% 47
2021
Q4 		$30.6M Buy
+517,697
New +$25.6M 0.71% 32

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Industrial Alliance Investment Management's PFE Position: Q3 2023 in Review

Industrial Alliance Investment Management sold out of Pfizer (PFE) in Q3 2023, closing a stake of 5,220 shares — an estimated $191K sold.

Industrial Alliance Investment Management first reported a position in PFE in Q4 2021 and held it in 7 quarters. The position peaked at $30.6M in Q4 2021. 2,926 funds tracked by Wall St. Rank hold PFE as of Q3 2023.

  • Industrial Alliance Investment Management reported no remaining Pfizer position as of Q3 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 5,220 Pfizer shares in Q3 2023, an estimated $191K.
  • Industrial Alliance Investment Management first reported a position in Pfizer in Q4 2021 and held it in 7 quarters.
  • Industrial Alliance Investment Management's Pfizer position peaked at $30.6M in Q4 2021.
  • 2,926 funds tracked by Wall St. Rank held Pfizer as of Q3 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.