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McDonough Capital Management’s Pfizer PFE Stock Holding History

McDonough Capital 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
Q4 		– Sell
-9,414
Closed -$272K – 49
2024
Q3 		$272K Sell
9,414
-120
-1% -$3.5K 0.19% 42
2024
Q2 		$267K Buy
9,534
+218
+2% +$6K 0.19% 40
2024
Q1 		$259K Buy
9,316
+108
+1% +$3K 0.2% 42
2023
Q4 		$265K Buy
9,208
+121
+1% +$3.66K 0.23% 40
2023
Q3 		$301K Sell
9,087
-170
-2% -$6.01K 0.29% 35
2023
Q2 		$340K Buy
9,257
+90
+1% +$3.5K 0.31% 31
2023
Q1 		$374K Sell
9,167
-307
-3% -$13.3K 0.39% 30
2022
Q4 		$485K Buy
9,474
+66
+0.7% +$3.16K 0.56% 27
2022
Q3 		$412K Buy
9,408
+73
+0.8% +$3.55K 0.47% 27
2022
Q2 		$489K Sell
9,335
-23
-0.2% -$1.17K 0.54% 26
2022
Q1 		$484K Buy
9,358
+68
+0.7% +$3.53K 0.42% 28
2021
Q4 		$549K Buy
+9,290
New +$460K 0.45% 28

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

McDonough Capital Management's PFE Position: Q4 2024 in Review

McDonough Capital Management sold out of Pfizer (PFE) in Q4 2024, closing a stake of 9,414 shares — an estimated $272K sold.

McDonough Capital Management first reported a position in PFE in Q4 2021 and held it in 12 quarters. The position peaked at $549K in Q4 2021. 2,995 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

  • McDonough Capital Management reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
  • McDonough Capital Management sold 9,414 Pfizer shares in Q4 2024, an estimated $272K.
  • McDonough Capital Management first reported a position in Pfizer in Q4 2021 and held it in 12 quarters.
  • McDonough Capital Management's Pfizer position peaked at $549K in Q4 2021.
  • 2,995 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on McDonough Capital Management's 13F filing for Q4 2024, filed 6 Feb 2025.