Leo Brokerage’s Pfizer PFE Stock Holding History

Leo Brokerage’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 Q2	$2.59M	Buy	70,496 +21,422	+44%	+$834K	0.3%	50
2023 Q1	$2M	Buy	+49,074	New	+$2.12M	0.3%	63
2022 Q2	$934K	Sell	17,819 -13,304	-43%	-$678K	0.25%	63
2022 Q1	$1.61M	Buy	+31,123	New	+$1.61M	0.26%	66
2021 Q3	$854K	Buy	19,861 +46	+0.2%	+$2.04K	0.16%	70
2021 Q2	$776K	Sell	19,815 -432	-2%	-$16.8K	0.16%	80
2021 Q1	$734K	Sell	20,247 -212	-1%	-$7.53K	0.21%	76
2020 Q4	$753K	Sell	20,459 -790	-4%	-$29K	0.24%	68
2020 Q3	$659K	Buy	+21,249	New	+$745K	0.27%	56

Other funds holding PFE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Leo Brokerage's PFE Position: Q2 2023 in Review

Leo Brokerage increased its Pfizer (PFE) stake by 44% in Q2 2023, buying an estimated $834K and bringing the position to 70,496 shares worth $2.59M. The position accounts for 0.3% of the portfolio, ranked #50.

Leo Brokerage first reported a position in PFE in Q3 2020 and has held it in 9 quarters since. 3,044 funds tracked by Wall St. Rank hold PFE as of Q2 2023.

Leo Brokerage held 70,496 shares of Pfizer worth $2.59M as of Q2 2023.
Leo Brokerage bought 21,422 Pfizer shares in Q2 2023, an estimated $834K.
Pfizer made up 0.3% of Leo Brokerage's portfolio in Q2 2023, its #50 holding.
Leo Brokerage first reported a position in Pfizer in Q3 2020 and has held it in 9 quarters since.
3,044 funds tracked by Wall St. Rank held Pfizer as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.