Johnson Midwest Financial’s Pfizer PFE Stock Holding History

Johnson Midwest Financial’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	$32.1K	Hold	968	–	–	0.07%	107
2023 Q2	$35.5K	Buy	968 +10	+1%	+$389	0.03%	105
2023 Q1	$39.1K	Buy	958 +59	+7%	+$2.55K	0.06%	106
2022 Q4	$46K	Buy	899 +7	+0.8%	+$336	0.17%	88
2022 Q3	$39	Buy	892 +6	+0.7%	+$292	0.15%	97
2022 Q2	$46K	Buy	886 +630	+246%	+$32.1K	0.06%	89
2022 Q1	$13K	Buy	256 +2	+0.8%	+$104	0.02%	154
2021 Q4	$15K	Buy	254 +2	+0.8%	+$99	0.01%	154
2021 Q3	$11K	Sell	252 -36	-13%	-$1.59K	0.01%	178
2021 Q2	$11K	Buy	288 +3	+1%	+$117	0.01%	167
2021 Q1	$10K	Buy	285 +45	+19%	+$1.6K	0.01%	167
2020 Q4	$9K	Buy	+240	New	+$8.8K	0.01%	178

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

Johnson Midwest Financial's PFE Position: Q3 2023 in Review

Johnson Midwest Financial held its Pfizer (PFE) position steady in Q3 2023 at 968 shares worth $32.1K. The position accounts for 0.07% of the portfolio, ranked #107.

Johnson Midwest Financial first reported a position in PFE in Q4 2020 and has held it in 12 quarters since. The position peaked at $46K in Q4 2022. 2,925 funds tracked by Wall St. Rank hold PFE as of Q3 2023.

Johnson Midwest Financial held 968 shares of Pfizer worth $32.1K as of Q3 2023.
Johnson Midwest Financial left its Pfizer share count unchanged in Q3 2023.
Pfizer made up 0.07% of Johnson Midwest Financial's portfolio in Q3 2023, its #107 holding.
Johnson Midwest Financial first reported a position in Pfizer in Q4 2020 and has held it in 12 quarters since.
Johnson Midwest Financial's Pfizer position peaked at $46K in Q4 2022.
2,925 funds tracked by Wall St. Rank held Pfizer as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.