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Leuthold Group’s Pfizer PFE Stock Holding History

Leuthold 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
2023
Q3 		– Sell
-93,443
Closed -$3.43M – 210
2023
Q2 		$3.43M Sell
93,443
-3,091
-3% -$120K 0.44% 93
2023
Q1 		$3.94M Buy
96,534
+87,773
+1,002% +$3.79M 0.52% 79
2022
Q4 		$449K Sell
8,761
-151
-2% -$7.24K 0.06% 152
2022
Q3 		$390K Sell
8,912
-150,047
-94% -$7.29M 0.06% 148
2022
Q2 		$8.33M Buy
158,959
+27,592
+21% +$1.41M 1.18% 18
2022
Q1 		$6.8M Buy
+131,367
New +$6.82M 0.87% 35
2020
Q4 		– Sell
-11,070
Closed -$385K – 190
2020
Q3 		$385K Sell
11,070
-308
-3% -$10.8K 0.05% 135
2020
Q2 		$353K Sell
11,378
-446
-4% -$15.2K 0.05% 122
2020
Q1 		$366K Sell
11,824
-1,098
-8% -$37.4K 0.07% 125
2019
Q4 		$480K Buy
+12,922
New +$460K 0.06% 127
2013
Q4 		– Sell
-70,321
Closed -$1.92M – 276
2013
Q3 		$1.92M Sell
70,321
-8,472
-11% -$231K 0.18% 150
2013
Q2 		$2.09M Buy
+78,793
New +$2.18M 0.19% 141

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

Leuthold Group's PFE Position: Q3 2023 in Review

Leuthold Group sold out of Pfizer (PFE) in Q3 2023, closing a stake of 93,443 shares — an estimated $3.43M sold.

Leuthold Group first reported a position in PFE in Q2 2013 and held it in 12 quarters. The position peaked at $8.33M in Q2 2022. 2,925 funds tracked by Wall St. Rank hold PFE as of Q3 2023.

  • Leuthold Group reported no remaining Pfizer position as of Q3 2023 after selling out during the quarter.
  • Leuthold Group sold 93,443 Pfizer shares in Q3 2023, an estimated $3.43M.
  • Leuthold Group first reported a position in Pfizer in Q2 2013 and held it in 12 quarters.
  • Leuthold Group's Pfizer position peaked at $8.33M in Q2 2022.
  • 2,925 funds tracked by Wall St. Rank held Pfizer as of Q3 2023.

Based on Leuthold Group's 13F filing for Q3 2023, filed 7 Nov 2023.