McCarthy Asset Management’s Pfizer PFE Stock Holding History

McCarthy 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
2022 Q2	–	Sell	-2,091	Closed	-$108K	–	214
2022 Q1	$108K	Buy	2,091 +2	+0.1%	+$104	0.08%	53
2021 Q4	$123K	Buy	2,089 +3	+0.1%	+$149	0.08%	51
2021 Q3	$90K	Buy	2,086 +2	+0.1%	+$89	0.07%	61
2021 Q2	$82K	Buy	2,084 +3	+0.1%	+$117	0.06%	68
2021 Q1	$75K	Buy	2,081 +3	+0.1%	+$107	0.06%	72
2020 Q4	$76K	Buy	+2,078	New	+$76.2K	0.06%	71

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

McCarthy Asset Management's PFE Position: Q2 2022 in Review

McCarthy Asset Management sold out of Pfizer (PFE) in Q2 2022, closing a stake of 2,091 shares — an estimated $108K sold.

McCarthy Asset Management first reported a position in PFE in Q4 2020 and held it in 6 quarters. The position peaked at $123K in Q4 2021. 3,157 funds tracked by Wall St. Rank hold PFE as of Q2 2022.

McCarthy Asset Management reported no remaining Pfizer position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 2,091 Pfizer shares in Q2 2022, an estimated $108K.
McCarthy Asset Management first reported a position in Pfizer in Q4 2020 and held it in 6 quarters.
McCarthy Asset Management's Pfizer position peaked at $123K in Q4 2021.
3,157 funds tracked by Wall St. Rank held Pfizer as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.