Lodestar Private Asset Management’s Pfizer PFE Stock Holding History

Lodestar Private 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
2024 Q4	–	Sell	-7,846	Closed	-$227K	–	217
2024 Q3	$227K	Sell	7,846 -35	-0.4%	-$1.02K	0.03%	207
2024 Q2	$220K	Sell	7,881 -3,538	-31%	-$97.4K	0.03%	200
2024 Q1	$317K	Buy	11,419 +2,862	+33%	+$79.4K	0.05%	170
2023 Q4	$246K	Sell	8,557 -4,114	-32%	-$124K	0.04%	183
2023 Q3	$420K	Sell	12,671 -1,234	-9%	-$43.6K	0.07%	132
2023 Q2	$510K	Buy	13,905 +966	+7%	+$37.6K	0.09%	126
2023 Q1	$528K	Sell	12,939 -420	-3%	-$18.1K	0.09%	119
2022 Q4	$684K	Buy	+13,359	New	+$640K	0.13%	103

Other funds holding PFE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lodestar Private Asset Management's PFE Position: Q4 2024 in Review

Lodestar Private Asset Management sold out of Pfizer (PFE) in Q4 2024, closing a stake of 7,846 shares — an estimated $227K sold.

Lodestar Private Asset Management first reported a position in PFE in Q4 2022 and held it in 8 quarters. The position peaked at $684K in Q4 2022. 2,996 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

Lodestar Private Asset Management reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
Lodestar Private Asset Management sold 7,846 Pfizer shares in Q4 2024, an estimated $227K.
Lodestar Private Asset Management first reported a position in Pfizer in Q4 2022 and held it in 8 quarters.
Lodestar Private Asset Management's Pfizer position peaked at $684K in Q4 2022.
2,996 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Lodestar Private Asset Management's 13F filing for Q4 2024, filed 28 Jan 2025.