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Lockerman Financial Group’s Pfizer PFE Stock Holding History

Lockerman Financial 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
Q1 		– Sell
-5,512
Closed -$282K – 79
2022
Q4 		$282K Sell
5,512
-107
-2% -$5.13K 0.82% 44
2022
Q3 		$246K Sell
5,619
-289
-5% -$14K 0.71% 44
2022
Q2 		$310K Buy
5,908
+159
+3% +$8.1K 0.99% 31
2022
Q1 		$298K Buy
5,749
+356
+7% +$18.5K 0.81% 35
2021
Q4 		$319K Buy
+5,393
New +$267K 0.83% 34

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lockerman Financial Group's PFE Position: Q1 2023 in Review

Lockerman Financial Group sold out of Pfizer (PFE) in Q1 2023, closing a stake of 5,512 shares — an estimated $282K sold.

Lockerman Financial Group first reported a position in PFE in Q4 2021 and held it in 5 quarters. The position peaked at $319K in Q4 2021. 3,102 funds tracked by Wall St. Rank hold PFE as of Q1 2023.

  • Lockerman Financial Group reported no remaining Pfizer position as of Q1 2023 after selling out during the quarter.
  • Lockerman Financial Group sold 5,512 Pfizer shares in Q1 2023, an estimated $282K.
  • Lockerman Financial Group first reported a position in Pfizer in Q4 2021 and held it in 5 quarters.
  • Lockerman Financial Group's Pfizer position peaked at $319K in Q4 2021.
  • 3,102 funds tracked by Wall St. Rank held Pfizer as of Q1 2023.

Based on Lockerman Financial Group's 13F filing for Q1 2023, filed 10 May 2023.