JF
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JSF Financial’s Pfizer PFE Stock Holding History

JSF 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
2024
Q1 		– Sell
-8,807
Closed -$254K – 116
2023
Q4 		$254K Sell
8,807
-2,579
-23% -$78K 0.09% 93
2023
Q3 		$378K Sell
11,386
-824
-7% -$29.1K 0.15% 76
2023
Q2 		$448K Sell
12,210
-419
-3% -$16.3K 0.16% 67
2023
Q1 		$515K Sell
12,629
-1,255
-9% -$54.2K 0.19% 73
2022
Q4 		$711K Buy
13,884
+17
+0.1% +$815 0.27% 52
2022
Q3 		$607K Sell
13,867
-11
-0.1% -$535 0.23% 51
2022
Q2 		$728K Sell
13,878
-458
-3% -$23.3K 0.33% 44
2022
Q1 		$742K Buy
14,336
+203
+1% +$10.5K 0.32% 43
2021
Q4 		$835K Sell
14,133
-2,253
-14% -$112K 0.41% 34
2021
Q3 		$705K Buy
16,386
+1,622
+11% +$71.9K 0.35% 36
2021
Q2 		$578K Buy
14,764
+641
+5% +$24.9K 0.34% 37
2021
Q1 		$512K Sell
14,123
-1,477
-9% -$52.4K 0.32% 38
2020
Q4 		$574K Buy
15,600
+773
+5% +$28.4K 0.4% 30
2020
Q3 		$516K Buy
14,827
+2,261
+18% +$79.3K 0.41% 32
2020
Q2 		$390K Buy
12,566
+188
+2% +$6.39K 0.34% 37
2020
Q1 		$383K Buy
12,378
+1,239
+11% +$42.2K 0.39% 38
2019
Q4 		$414K Hold
11,139
– – 0.41% 40
2019
Q3 		$380K Sell
11,139
-2
-0% -$73 0.41% 40
2019
Q2 		$458K Hold
11,141
– – 0.5% 34
2019
Q1 		$449K Sell
11,141
-455
-4% -$18.2K 0.5% 31
2018
Q4 		$480K Buy
+11,596
New +$481K 0.49% 27

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JSF Financial's PFE Position: Q1 2024 in Review

JSF Financial sold out of Pfizer (PFE) in Q1 2024, closing a stake of 8,807 shares — an estimated $254K sold.

JSF Financial first reported a position in PFE in Q4 2018 and held it in 21 quarters. The position peaked at $835K in Q4 2021. 2,874 funds tracked by Wall St. Rank hold PFE as of Q1 2024.

  • JSF Financial reported no remaining Pfizer position as of Q1 2024 after selling out during the quarter.
  • JSF Financial sold 8,807 Pfizer shares in Q1 2024, an estimated $254K.
  • JSF Financial first reported a position in Pfizer in Q4 2018 and held it in 21 quarters.
  • JSF Financial's Pfizer position peaked at $835K in Q4 2021.
  • 2,874 funds tracked by Wall St. Rank held Pfizer as of Q1 2024.

Based on JSF Financial's 13F filing for Q1 2024, filed 13 May 2024.