Kula Investments’s Pfizer PFE Stock Holding History

Kula Investments’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	$1.29M	Buy	+31,697	New	+$1.37M	0.32%	63

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

Kula Investments's PFE Position: Q1 2023 in Review

Kula Investments opened a new position in Pfizer (PFE) in Q1 2023: 31,697 shares worth $1.29M. The stake represents 0.32% of the portfolio and ranks #63 among its holdings.

3,102 funds tracked by Wall St. Rank hold PFE as of Q1 2023.

Kula Investments held 31,697 shares of Pfizer worth $1.29M as of Q1 2023.
Pfizer was a new Kula Investments position in Q1 2023.
Pfizer made up 0.32% of Kula Investments's portfolio in Q1 2023, its #63 holding.
3,102 funds tracked by Wall St. Rank held Pfizer as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.