Longbow Finance’s Pfizer PFE Stock Holding History

Longbow Finance’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	-245,978	Closed	-$7.12M	–	104
2024 Q3	$7.12M	Buy	245,978 +96,894	+65%	+$2.83M	0.76%	34
2024 Q2	$4.17M	Sell	149,084 -8,301	-5%	-$229K	0.43%	57
2024 Q1	$4.37M	Buy	+157,385	New	+$4.37M	0.44%	60

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

Longbow Finance's PFE Position: Q4 2024 in Review

Longbow Finance sold out of Pfizer (PFE) in Q4 2024, closing a stake of 245,978 shares — an estimated $7.12M sold.

Longbow Finance first reported a position in PFE in Q1 2024 and held it in 3 quarters. The position peaked at $7.12M in Q3 2024. 2,996 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

Longbow Finance reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
Longbow Finance sold 245,978 Pfizer shares in Q4 2024, an estimated $7.12M.
Longbow Finance first reported a position in Pfizer in Q1 2024 and held it in 3 quarters.
Longbow Finance's Pfizer position peaked at $7.12M in Q3 2024.
2,996 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Longbow Finance's 13F filing for Q4 2024, filed 4 Feb 2025.