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Lindenwold Advisors’s Pfizer PFE Stock Holding History

Lindenwold Advisors’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
Q2 		– Sell
-16,693
Closed -$463K – 115
2024
Q1 		$463K Buy
16,693
+7,787
+87% +$216K 0.25% 68
2023
Q4 		$256K Sell
8,906
-10,883
-55% -$329K 0.15% 101
2023
Q3 		$656K Sell
19,789
-220
-1% -$7.78K 0.41% 53
2023
Q2 		$734K Sell
20,009
-1,733
-8% -$67.5K 0.45% 55
2023
Q1 		$887K Buy
21,742
+292
+1% +$12.6K 0.55% 54
2022
Q4 		$1.1M Buy
21,450
+299
+1% +$14.3K 0.74% 51
2022
Q3 		$926K Buy
21,151
+216
+1% +$10.5K 0.69% 51
2022
Q2 		$1.1M Buy
20,935
+312
+2% +$15.9K 0.78% 47
2022
Q1 		$1.07M Buy
20,623
+972
+5% +$50.4K 0.66% 50
2021
Q4 		$1.16M Buy
+19,651
New +$974K 0.68% 49

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Lindenwold Advisors's PFE Position: Q2 2024 in Review

Lindenwold Advisors sold out of Pfizer (PFE) in Q2 2024, closing a stake of 16,693 shares — an estimated $463K sold.

Lindenwold Advisors first reported a position in PFE in Q4 2021 and held it in 10 quarters. The position peaked at $1.16M in Q4 2021. 2,873 funds tracked by Wall St. Rank hold PFE as of Q2 2024.

  • Lindenwold Advisors reported no remaining Pfizer position as of Q2 2024 after selling out during the quarter.
  • Lindenwold Advisors sold 16,693 Pfizer shares in Q2 2024, an estimated $463K.
  • Lindenwold Advisors first reported a position in Pfizer in Q4 2021 and held it in 10 quarters.
  • Lindenwold Advisors's Pfizer position peaked at $1.16M in Q4 2021.
  • 2,873 funds tracked by Wall St. Rank held Pfizer as of Q2 2024.

Based on Lindenwold Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.