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Kowal Investment Group’s Pfizer PFE Stock Holding History

Kowal Investment Group’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
Q3 		$506K Sell
17,475
-1,359
-7% -$39.6K 0.09% 115
2024
Q2 		$527K Buy
18,834
+1,757
+10% +$48.4K 0.11% 102
2024
Q1 		$474K Buy
17,077
+6,045
+55% +$168K 0.1% 104
2023
Q4 		$318K Sell
11,032
-6,539
-37% -$198K 0.07% 121
2023
Q3 		$583K Buy
17,571
+1,413
+9% +$50K 0.16% 76
2023
Q2 		$593K Buy
16,158
+24
+0.1% +$934 0.16% 70
2023
Q1 		$658K Buy
16,134
+1,987
+14% +$85.8K 0.19% 64
2022
Q4 		$725K Sell
14,147
-856
-6% -$41K 0.22% 64
2022
Q3 		$657K Buy
15,003
+1,878
+14% +$91.3K 0.22% 58
2022
Q2 		$688K Buy
13,125
+4,533
+53% +$231K 0.23% 51
2022
Q1 		$445K Buy
8,592
+2,972
+53% +$154K 0.14% 65
2021
Q4 		$332K Buy
5,620
+1,722
+44% +$85.3K 0.1% 73
2021
Q3 		$168K Sell
3,898
-1,522
-28% -$67.4K 0.05% 111
2021
Q2 		$212K Sell
5,420
-279
-5% -$10.8K 0.08% 97
2021
Q1 		$206K Buy
5,699
+288
+5% +$10.2K 0.08% 92
2020
Q4 		$201K Buy
+5,411
New +$198K 0.09% 86

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Kowal Investment Group's PFE Position: Q3 2024 in Review

Kowal Investment Group reduced its Pfizer (PFE) stake by 7.2% in Q3 2024, selling an estimated $39.6K and leaving 17,475 shares worth $506K. The position accounts for 0.09% of the portfolio, ranked #115.

Kowal Investment Group first reported a position in PFE in Q4 2020 and has held it in 16 quarters since. The position peaked at $725K in Q4 2022. 2,909 funds tracked by Wall St. Rank hold PFE as of Q3 2024.

  • Kowal Investment Group held 17,475 shares of Pfizer worth $506K as of Q3 2024.
  • Kowal Investment Group sold 1,359 Pfizer shares in Q3 2024, an estimated $39.6K.
  • Pfizer made up 0.09% of Kowal Investment Group's portfolio in Q3 2024, its #115 holding.
  • Kowal Investment Group first reported a position in Pfizer in Q4 2020 and has held it in 16 quarters since.
  • Kowal Investment Group's Pfizer position peaked at $725K in Q4 2022.
  • 2,909 funds tracked by Wall St. Rank held Pfizer as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.