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Madden Securities’s Pfizer PFE Stock Holding History

Madden Securities’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
-9,131
Closed -$303K – 98
2023
Q3 		$303K Buy
9,131
+1,967
+27% +$69.6K 0.17% 73
2023
Q2 		$263K Buy
7,164
+1,860
+35% +$72.4K 0.13% 79
2023
Q1 		$216K Sell
5,304
-218
-4% -$9.42K 0.11% 84
2022
Q4 		$283K Sell
5,522
-847
-13% -$40.6K 0.15% 82
2022
Q3 		$279K Sell
6,369
-77
-1% -$3.74K 0.17% 83
2022
Q2 		$338K Sell
6,446
-347
-5% -$17.7K 0.19% 80
2022
Q1 		$352K Sell
6,793
-44,129
-87% -$2.29M 0.16% 81
2021
Q4 		$3.01M Sell
50,922
-227
-0.4% -$11.2K 1.41% 25
2021
Q3 		$2.2M Sell
51,149
-2,558
-5% -$113K 1.19% 33
2021
Q2 		$2.1M Buy
53,707
+40
+0.1% +$1.56K 1.1% 29
2021
Q1 		$1.94M Sell
53,667
-1,765
-3% -$62.7K 1.14% 27
2020
Q4 		$2.04M Buy
55,432
+21,250
+62% +$779K 1.31% 21
2020
Q3 		$1.19M Buy
34,182
+1,509
+5% +$52.9K 0.88% 33
2020
Q2 		$1.01M Buy
+32,673
New +$1.11M 0.9% 32
2019
Q4 		$561K Buy
+15,062
New +$536K 0.56% 50

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Madden Securities's PFE Position: Q4 2023 in Review

Madden Securities sold out of Pfizer (PFE) in Q4 2023, closing a stake of 9,131 shares — an estimated $303K sold.

Madden Securities first reported a position in PFE in Q4 2019 and held it in 15 quarters. The position peaked at $3.01M in Q4 2021. 2,935 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

  • Madden Securities reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
  • Madden Securities sold 9,131 Pfizer shares in Q4 2023, an estimated $303K.
  • Madden Securities first reported a position in Pfizer in Q4 2019 and held it in 15 quarters.
  • Madden Securities's Pfizer position peaked at $3.01M in Q4 2021.
  • 2,935 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on Madden Securities's 13F filing for Q4 2023, filed 13 Feb 2024.