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Investment Management Associates’s Pfizer PFE Stock Holding History

Investment Management Associates’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
-21,413
Closed -$620K – 33
2024
Q3 		$620K Buy
21,413
+3,140
+17% +$91.6K 0.24% 24
2024
Q2 		$511K Sell
18,273
-1,596
-8% -$43.9K 0.18% 27
2024
Q1 		$551K Hold
19,869
– – 0.19% 29
2023
Q4 		$572K Sell
19,869
-6,789
-25% -$205K 0.22% 29
2023
Q3 		$884K Sell
26,658
-187
-0.7% -$6.61K 0.37% 28
2023
Q2 		$985K Buy
26,845
+422
+2% +$16.4K 0.36% 31
2023
Q1 		$1.08M Buy
26,423
+364
+1% +$15.7K 0.44% 30
2022
Q4 		$1.34M Buy
26,059
+1,789
+7% +$85.8K 0.56% 30
2022
Q3 		$1.06M Sell
24,270
-419
-2% -$20.4K 0.5% 31
2022
Q2 		$1.25M Hold
24,689
– – 0.54% 29
2022
Q1 		$1.28M Sell
24,689
-906
-4% -$47K 0.57% 31
2021
Q4 		$1.51M Hold
25,595
– – 0.69% 32
2021
Q3 		$1.1M Buy
25,595
+236
+0.9% +$10.5K 0.57% 34
2021
Q2 		$993K Buy
25,359
+1,429
+6% +$55.6K 0.52% 35
2021
Q1 		$867K Buy
23,930
+14,294
+148% +$508K 0.51% 40
2020
Q4 		$355K Buy
+9,636
New +$353K 0.27% 45

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Investment Management Associates's PFE Position: Q4 2024 in Review

Investment Management Associates sold out of Pfizer (PFE) in Q4 2024, closing a stake of 21,413 shares — an estimated $620K sold.

Investment Management Associates first reported a position in PFE in Q4 2020 and held it in 16 quarters. The position peaked at $1.51M in Q4 2021. 2,995 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

  • Investment Management Associates reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
  • Investment Management Associates sold 21,413 Pfizer shares in Q4 2024, an estimated $620K.
  • Investment Management Associates first reported a position in Pfizer in Q4 2020 and held it in 16 quarters.
  • Investment Management Associates's Pfizer position peaked at $1.51M in Q4 2021.
  • 2,995 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Investment Management Associates's 13F filing for Q4 2024, filed 3 Feb 2025.