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Israel Discount Bank of New York’s Pfizer PFE Stock Holding History

Israel Discount Bank of New York’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
Q1 		– Sell
-11,193
Closed -$322K – 86
2023
Q4 		$322K Sell
11,193
-244
-2% -$7.38K 0.25% 74
2023
Q3 		$379K Sell
11,437
-43
-0.4% -$1.52K 0.32% 67
2023
Q2 		$421K Sell
11,480
-2,001
-15% -$77.9K 0.34% 65
2023
Q1 		$550K Sell
13,481
-744
-5% -$32.1K 0.41% 54
2022
Q4 		$729K Sell
14,225
-1,504
-10% -$72.1K 0.62% 38
2022
Q3 		$688K Buy
15,729
+911
+6% +$44.3K 0.57% 38
2022
Q2 		$777K Buy
14,818
+1,150
+8% +$58.6K 0.59% 35
2022
Q1 		$707K Sell
13,668
-735
-5% -$38.1K 0.46% 49
2021
Q4 		$851K Sell
14,403
-1,115
-7% -$55.2K 0.53% 41
2021
Q3 		$668K Buy
+15,518
New +$687K 0.45% 51
2021
Q1 		$540K Sell
14,920
-1,714
-10% -$60.9K 0.42% 57
2020
Q4 		$612K Sell
16,634
-5,167
-24% -$190K 0.45% 53
2020
Q3 		$759K Sell
21,801
-2,474
-10% -$86.7K 0.49% 49
2020
Q2 		$753K Sell
24,275
-4,143
-15% -$141K 0.51% 46
2020
Q1 		$880K Buy
28,418
+2,724
+11% +$92.8K 0.68% 43
2019
Q4 		$955K Buy
25,694
+722
+3% +$25.7K 0.63% 45
2019
Q3 		$852K Buy
24,972
+2,764
+12% +$101K 0.63% 45
2019
Q2 		$912K Buy
22,208
+2,424
+12% +$96.3K 0.69% 33
2019
Q1 		$797K Buy
19,784
+5,299
+37% +$212K 0.54% 37
2018
Q4 		$599K Buy
14,485
+137
+1% +$5.69K 0.46% 40
2018
Q3 		$600K Buy
14,348
+100
+0.7% +$3.85K 0.39% 55
2018
Q2 		$490K Sell
14,248
-13
-0.1% -$444 0.32% 65
2018
Q1 		$480K Buy
14,261
+203
+1% +$6.98K 0.32% 64
2017
Q4 		$483K Buy
14,058
+11,004
+360% +$375K 0.33% 63
2017
Q3 		$103K Buy
+3,054
New +$98.2K 0.08% 117
2017
Q2 		– Sell
-3,373
Closed -$109K – 437
2017
Q1 		$109K Sell
3,373
-17,354
-84% -$547K 0.09% 111
2016
Q4 		$639K Buy
+20,727
New +$633K 0.58% 36

Other funds holding PFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Israel Discount Bank of New York's PFE Position: Q1 2024 in Review

Israel Discount Bank of New York sold out of Pfizer (PFE) in Q1 2024, closing a stake of 11,193 shares — an estimated $322K sold.

Israel Discount Bank of New York first reported a position in PFE in Q4 2016 and held it in 27 quarters. The position peaked at $955K in Q4 2019. 2,877 funds tracked by Wall St. Rank hold PFE as of Q1 2024.

  • Israel Discount Bank of New York reported no remaining Pfizer position as of Q1 2024 after selling out during the quarter.
  • Israel Discount Bank of New York sold 11,193 Pfizer shares in Q1 2024, an estimated $322K.
  • Israel Discount Bank of New York first reported a position in Pfizer in Q4 2016 and held it in 27 quarters.
  • Israel Discount Bank of New York's Pfizer position peaked at $955K in Q4 2019.
  • 2,877 funds tracked by Wall St. Rank held Pfizer as of Q1 2024.

Based on Israel Discount Bank of New York's 13F filing for Q1 2024, filed 7 May 2024.