KWILP
PFE icon

Kiwi Wealth Investments Limited Partnership’s Pfizer PFE Stock Holding History

Kiwi Wealth Investments Limited Partnership’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 		– Sell
-288,270
Closed -$10.6M – 159
2023
Q2 		$10.6M Hold
288,270
– – 0.65% 42
2023
Q1 		$11.8M Sell
288,270
-93,909
-25% -$4.06M 0.76% 38
2022
Q4 		$19.6M Sell
382,179
-4,869
-1% -$233K 1.3% 18
2022
Q3 		$20.3M Hold
387,048
– – 1.4% 14
2022
Q2 		$20.3M Sell
387,048
-73,669
-16% -$3.75M 1.4% 14
2022
Q1 		$23.9M Buy
460,717
+115,727
+34% +$6M 1.29% 11
2021
Q4 		$20.4M Buy
344,990
+218,414
+173% +$10.8M 0.96% 15
2021
Q3 		$5.44M Buy
+126,576
New +$5.61M 0.28% 100
2019
Q4 		– Sell
-78,972
Closed -$2.69M – 205
2019
Q3 		$2.69M Sell
78,972
-162,258
-67% -$5.9M 0.22% 116
2019
Q2 		$9.91M Buy
241,230
+45,300
+23% +$1.8M 0.87% 36
2019
Q1 		$7.89M Buy
195,930
+24,228
+14% +$970K 0.72% 41
2018
Q4 		$7.11M Buy
171,702
+544
+0.3% +$22.6K 0.75% 39
2018
Q3 		$7.16M Buy
171,158
+111,683
+188% +$4.3M 0.67% 40
2018
Q2 		$2.05M Buy
+59,475
New +$2.03M 0.19% 123
2017
Q2 		– Sell
-34,434
Closed -$1.12M – 169
2017
Q1 		$1.12M Sell
34,434
-461,966
-93% -$14.6M 0.09% 145
2016
Q4 		$15.3M Sell
496,400
-62,739
-11% -$1.92M 1.3% 11
2016
Q3 		$18M Buy
559,139
+435,837
+353% +$14.6M 1.55% 5
2016
Q2 		$4.12M Sell
123,302
-8,381
-6% -$267K 0.4% 62
2016
Q1 		$3.7M Buy
+131,683
New +$3.76M 0.38% 94

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's PFE Position: Q3 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of Pfizer (PFE) in Q3 2023, closing a stake of 288,270 shares — an estimated $10.6M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in PFE in Q1 2016 and held it in 19 quarters. The position peaked at $23.9M in Q1 2022. 2,926 funds tracked by Wall St. Rank hold PFE as of Q3 2023.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Pfizer position as of Q3 2023 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 288,270 Pfizer shares in Q3 2023, an estimated $10.6M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Pfizer in Q1 2016 and held it in 19 quarters.
  • Kiwi Wealth Investments Limited Partnership's Pfizer position peaked at $23.9M in Q1 2022.
  • 2,926 funds tracked by Wall St. Rank held Pfizer as of Q3 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2023, filed 14 Nov 2023.