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Lake Street Advisors Group’s Pfizer PFE Stock Holding History

Lake Street Advisors 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
Q4 		$743K Sell
27,998
-9,023
-24% -$245K 0.03% 266
2024
Q3 		$1.07M Buy
37,021
+1,931
+6% +$56.3K 0.05% 207
2024
Q2 		$982K Buy
35,090
+7,955
+29% +$219K 0.05% 214
2024
Q1 		$753K Sell
27,135
-3,799
-12% -$105K 0.04% 268
2023
Q4 		$891K Sell
30,934
-5,808
-16% -$176K 0.04% 237
2023
Q3 		$1.22M Sell
36,742
-24,013
-40% -$849K 0.07% 150
2023
Q2 		$2.23M Buy
60,755
+8,592
+16% +$334K 0.12% 115
2023
Q1 		$2.13M Sell
52,163
-42,186
-45% -$1.82M 0.13% 106
2022
Q4 		$4.83M Buy
94,349
+4,346
+5% +$208K 0.32% 54
2022
Q3 		$3.94M Sell
90,003
-10,906
-11% -$530K 0.29% 56
2022
Q2 		$5.29M Buy
100,909
+3,966
+4% +$202K 0.38% 44
2022
Q1 		$5.02M Buy
96,943
+9,947
+11% +$516K 0.32% 47
2021
Q4 		$5.14M Buy
86,996
+1,529
+2% +$75.8K 0.32% 47
2021
Q3 		$3.68M Buy
85,467
+50,650
+145% +$2.24M 0.39% 43
2021
Q2 		$1.65M Sell
34,817
-238
-0.7% -$9.26K 0.12% 80
2021
Q1 		$1.27M Buy
35,055
+556
+2% +$19.7K 0.1% 83
2020
Q4 		$1.27M Sell
34,499
-1,369
-4% -$50.2K 0.11% 80
2020
Q3 		$1.25M Buy
35,868
+1,562
+5% +$54.8K 0.12% 77
2020
Q2 		$1.06M Sell
34,306
-870
-2% -$29.6K 0.11% 78
2020
Q1 		$1.09M Buy
35,176
+885
+3% +$30.2K 0.14% 66
2019
Q4 		$1.27M Buy
34,291
+1,050
+3% +$37.4K 0.13% 59
2019
Q3 		$824K Sell
33,241
-714
-2% -$26K 0.09% 67
2019
Q2 		$1.4M Sell
33,955
-18
-0.1% -$715 0.15% 47
2019
Q1 		$1.37M Buy
33,973
+5,433
+19% +$218K 0.14% 47
2018
Q4 		$1.18M Buy
28,540
+5,132
+22% +$213K 0.14% 46
2018
Q3 		$979K Sell
23,408
-50,315
-68% -$1.94M 0.11% 55
2018
Q2 		$2.54M Buy
73,723
+28,010
+61% +$957K 0.25% 29
2018
Q1 		$1.54M Sell
45,713
-10,625
-19% -$365K 0.17% 41
2017
Q4 		$1.94M Buy
+56,338
New +$1.92M 0.22% 33

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lake Street Advisors Group's PFE Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Pfizer (PFE) stake by 24% in Q4 2024, selling an estimated $245K and leaving 27,998 shares worth $743K. The position accounts for 0.03% of the portfolio, ranked #266.

Lake Street Advisors Group first reported a position in PFE in Q4 2017 and has held it in 29 quarters since. The position peaked at $5.29M in Q2 2022. 2,996 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

  • Lake Street Advisors Group held 27,998 shares of Pfizer worth $743K as of Q4 2024.
  • Lake Street Advisors Group sold 9,023 Pfizer shares in Q4 2024, an estimated $245K.
  • Pfizer made up 0.03% of Lake Street Advisors Group's portfolio in Q4 2024, its #266 holding.
  • Lake Street Advisors Group first reported a position in Pfizer in Q4 2017 and has held it in 29 quarters since.
  • Lake Street Advisors Group's Pfizer position peaked at $5.29M in Q2 2022.
  • 2,996 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.