Karpus Investment Management’s Pfizer PFE Stock Holding History

Karpus Investment Management’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 Q1	–	Sell	-4,040	Closed	-$207K	–	393
2022 Q4	$207K	Buy	+4,040	New	+$194K	0.01%	409
2022 Q3	–	Sell	-4,040	Closed	-$212K	–	522
2022 Q2	$212K	Hold	4,040	–	–	0.01%	479
2022 Q1	$209K	Hold	4,040	–	–	0.01%	415
2021 Q4	$239K	Buy	+4,040	New	+$200K	0.01%	348
2019 Q3	–	Sell	-6,716	Closed	-$276K	–	200
2019 Q2	$276K	Sell	6,716 -144	-2%	-$5.72K	0.01%	178
2019 Q1	$279K	Buy	+6,860	New	+$275K	0.01%	191
2018 Q3	–	Sell	-5,870	Closed	-$207K	–	205
2018 Q2	$207K	Buy	+5,870	New	+$201K	0.01%	171

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Karpus Investment Management's PFE Position: Q1 2023 in Review

Karpus Investment Management sold out of Pfizer (PFE) in Q1 2023, closing a stake of 4,040 shares — an estimated $207K sold.

Karpus Investment Management first reported a position in PFE in Q2 2018 and held it in 7 quarters. The position peaked at $279K in Q1 2019. 3,102 funds tracked by Wall St. Rank hold PFE as of Q1 2023.

Karpus Investment Management reported no remaining Pfizer position as of Q1 2023 after selling out during the quarter.
Karpus Investment Management sold 4,040 Pfizer shares in Q1 2023, an estimated $207K.
Karpus Investment Management first reported a position in Pfizer in Q2 2018 and held it in 7 quarters.
Karpus Investment Management's Pfizer position peaked at $279K in Q1 2019.
3,102 funds tracked by Wall St. Rank held Pfizer as of Q1 2023.

Based on Karpus Investment Management's 13F filing for Q1 2023, filed 11 May 2023.