KB Financial Partners’s Pfizer PFE Stock Holding History

KB Financial Partners’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	$23K	Hold	697	–	–	0.01%	339
2023 Q2	$26K	Sell	697 -3,757	-84%	-$146K	0.01%	340
2023 Q1	$182K	Sell	4,454 -51	-1%	-$2.2K	0.05%	169
2022 Q4	$231K	Sell	4,505 -13	-0.3%	-$623	0.08%	151
2022 Q3	$198K	Buy	4,518 +716	+19%	+$34.8K	0.07%	162
2022 Q2	$199K	Buy	3,802 +3,062	+414%	+$156K	0.07%	160
2022 Q1	$38K	Sell	740 -3	-0.4%	-$156	0.01%	293
2021 Q4	$44K	Buy	+743	New	+$36.8K	0.01%	302
2021 Q3	–	Sell	-1,722	Closed	-$67K	–	455
2021 Q2	$67K	Sell	1,722 -3	-0.2%	-$117	0.03%	238
2021 Q1	$62K	Buy	+1,725	New	+$61.2K	0.03%	245

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

KB Financial Partners's PFE Position: Q3 2023 in Review

KB Financial Partners held its Pfizer (PFE) position steady in Q3 2023 at 697 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #339.

KB Financial Partners first reported a position in PFE in Q1 2021 and has held it in 10 quarters since. The position peaked at $231K in Q4 2022. 2,925 funds tracked by Wall St. Rank hold PFE as of Q3 2023.

KB Financial Partners held 697 shares of Pfizer worth $23K as of Q3 2023.
KB Financial Partners left its Pfizer share count unchanged in Q3 2023.
Pfizer made up 0.01% of KB Financial Partners's portfolio in Q3 2023, its #339 holding.
KB Financial Partners first reported a position in Pfizer in Q1 2021 and has held it in 10 quarters since.
KB Financial Partners's Pfizer position peaked at $231K in Q4 2022.
2,925 funds tracked by Wall St. Rank held Pfizer as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.