M. Kulyk & Associates’s Pfizer PFE Stock Holding History

M. Kulyk & Associates’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 Q4	–	Sell	-7,286	Closed	-$242K	–	110
2023 Q3	$242K	Sell	7,286 -493	-6%	-$17.4K	0.07%	87
2023 Q2	$285K	Hold	7,779	–	–	0.08%	88
2023 Q1	$317K	Hold	7,779	–	–	0.1%	86
2022 Q4	$399K	Buy	7,779 +284	+4%	+$13.6K	0.13%	73
2022 Q3	$328K	Buy	7,495 +3	+0%	+$146	0.11%	79
2022 Q2	$393K	Sell	7,492 -448	-6%	-$22.8K	0.12%	75
2022 Q1	$411K	Buy	7,940 +1,345	+20%	+$69.8K	0.11%	74
2021 Q4	$389K	Buy	+6,595	New	+$327K	0.1%	65

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

M. Kulyk & Associates's PFE Position: Q4 2023 in Review

M. Kulyk & Associates sold out of Pfizer (PFE) in Q4 2023, closing a stake of 7,286 shares — an estimated $242K sold.

M. Kulyk & Associates first reported a position in PFE in Q4 2021 and held it in 8 quarters. The position peaked at $411K in Q1 2022. 2,935 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

M. Kulyk & Associates reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
M. Kulyk & Associates sold 7,286 Pfizer shares in Q4 2023, an estimated $242K.
M. Kulyk & Associates first reported a position in Pfizer in Q4 2021 and held it in 8 quarters.
M. Kulyk & Associates's Pfizer position peaked at $411K in Q1 2022.
2,935 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on M. Kulyk & Associates's 13F filing for Q4 2023, filed 8 Feb 2024.