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Lifestyle Asset Management’s Pfizer PFE Stock Holding History

Lifestyle Asset Management’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
Q4 		– Sell
-6,137
Closed -$204K – 104
2023
Q3 		$204K Sell
6,137
-22,434
-79% -$793K 0.12% 83
2023
Q2 		$1.05M Buy
28,571
+2,846
+11% +$111K 0.63% 31
2023
Q1 		$1.05M Buy
25,725
+4,112
+19% +$178K 0.7% 30
2022
Q4 		$1.11M Buy
+21,613
New +$1.04M 0.89% 18

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Lifestyle Asset Management's PFE Position: Q4 2023 in Review

Lifestyle Asset Management sold out of Pfizer (PFE) in Q4 2023, closing a stake of 6,137 shares — an estimated $204K sold.

Lifestyle Asset Management first reported a position in PFE in Q4 2022 and held it in 4 quarters. The position peaked at $1.11M in Q4 2022. 2,936 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

  • Lifestyle Asset Management reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
  • Lifestyle Asset Management sold 6,137 Pfizer shares in Q4 2023, an estimated $204K.
  • Lifestyle Asset Management first reported a position in Pfizer in Q4 2022 and held it in 4 quarters.
  • Lifestyle Asset Management's Pfizer position peaked at $1.11M in Q4 2022.
  • 2,936 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on Lifestyle Asset Management's 13F filing for Q4 2023, filed 12 Feb 2024.