Lorne Steinberg Wealth Management’s Pfizer PFE Stock Holding History

Lorne Steinberg Wealth 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 Q1	–	Sell	-7,226	Closed	-$208K	–	73
2023 Q4	$208K	Hold	7,226	–	–	0.07%	72
2023 Q3	$240K	Hold	7,226	–	–	0.09%	66
2023 Q2	$265K	Buy	7,226 +1,175	+19%	+$45.7K	0.1%	63
2023 Q1	$247K	Sell	6,051 -637	-10%	-$27.5K	0.1%	63
2022 Q4	$343K	Hold	6,688	–	–	0.15%	63
2022 Q3	$293K	Sell	6,688 -200	-3%	-$9.72K	0.14%	57
2022 Q2	$361K	Sell	6,888 -12,861	-65%	-$655K	0.17%	58
2022 Q1	$1.02M	Buy	19,749 +52	+0.3%	+$2.7K	0.47%	46
2021 Q4	$1.16M	Buy	19,697 +516	+3%	+$25.6K	0.5%	45
2021 Q3	$825K	Buy	19,181 +140	+0.7%	+$6.2K	0.4%	46
2021 Q2	$746K	Buy	19,041 +1,502	+9%	+$58.4K	0.37%	47
2021 Q1	$635K	Hold	17,539	–	–	0.34%	47
2020 Q4	$648K	Buy	+17,539	New	+$643K	0.4%	46

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Lorne Steinberg Wealth Management's PFE Position: Q1 2024 in Review

Lorne Steinberg Wealth Management sold out of Pfizer (PFE) in Q1 2024, closing a stake of 7,226 shares — an estimated $208K sold.

Lorne Steinberg Wealth Management first reported a position in PFE in Q4 2020 and held it in 13 quarters. The position peaked at $1.16M in Q4 2021. 2,874 funds tracked by Wall St. Rank hold PFE as of Q1 2024.

Lorne Steinberg Wealth Management reported no remaining Pfizer position as of Q1 2024 after selling out during the quarter.
Lorne Steinberg Wealth Management sold 7,226 Pfizer shares in Q1 2024, an estimated $208K.
Lorne Steinberg Wealth Management first reported a position in Pfizer in Q4 2020 and held it in 13 quarters.
Lorne Steinberg Wealth Management's Pfizer position peaked at $1.16M in Q4 2021.
2,874 funds tracked by Wall St. Rank held Pfizer as of Q1 2024.

Based on Lorne Steinberg Wealth Management's 13F filing for Q1 2024, filed 3 May 2024.