Julian Baker’s Pfizer PFE Stock Holding History

Julian Baker’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	-35,000	Closed	-$1.01M	–	101
2024 Q3	$1.01M	Hold	35,000	–	–	0.01%	85
2024 Q2	$979K	Hold	35,000	–	–	0.01%	87
2024 Q1	$971K	Hold	35,000	–	–	0.01%	79
2023 Q4	$1.01M	Buy	+35,000	New	+$1.06M	0.01%	76

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Julian Baker's PFE Position: Q4 2024 in Review

Julian Baker sold out of Pfizer (PFE) in Q4 2024, closing a stake of 35,000 shares — an estimated $1.01M sold.

Julian Baker first reported a position in PFE in Q4 2023 and held it in 4 quarters. The position peaked at $1.01M in Q3 2024. 2,999 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

Julian Baker reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
Julian Baker sold 35,000 Pfizer shares in Q4 2024, an estimated $1.01M.
Julian Baker first reported a position in Pfizer in Q4 2023 and held it in 4 quarters.
Julian Baker's Pfizer position peaked at $1.01M in Q3 2024.
2,999 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Baker Bros. Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.