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McGowan Group Asset Management’s Pfizer PFE Stock Holding History

McGowan Group 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
2024
Q4 		– Sell
-8,553
Closed -$248K – 134
2024
Q3 		$248K Buy
8,553
+19
+0.2% +$554 0.03% 111
2024
Q2 		$239K Buy
+8,534
New +$235K 0.03% 112
2023
Q3 		– Sell
-6,929
Closed -$254K – 136
2023
Q2 		$254K Sell
6,929
-320
-4% -$12.5K 0.04% 123
2023
Q1 		$296K Buy
7,249
+53
+0.7% +$2.29K 0.05% 110
2022
Q4 		$369K Buy
7,196
+618
+9% +$29.6K 0.06% 93
2022
Q3 		$288K Buy
6,578
+37
+0.6% +$1.8K 0.05% 91
2022
Q2 		$343K Buy
6,541
+60
+0.9% +$3.06K 0.06% 84
2022
Q1 		$336K Buy
+6,481
New +$336K 0.05% 91
2020
Q3 		– Sell
-18,827
Closed -$584K – 92
2020
Q2 		$584K Buy
18,827
+3,874
+26% +$132K 0.11% 54
2020
Q1 		$463K Buy
14,953
+9,526
+176% +$325K 0.1% 54
2019
Q4 		$202K Buy
+5,427
New +$193K 0.03% 90
2019
Q3 		– Sell
-5,556
Closed -$228K – 97
2019
Q2 		$228K Sell
5,556
-47
-0.8% -$1.87K 0.04% 98
2019
Q1 		$226K Sell
5,603
-8
-0.1% -$320 0.04% 98
2018
Q4 		$232K Buy
5,611
+561
+11% +$23.3K 0.04% 86
2018
Q3 		$211K Buy
+5,050
New +$194K 0.04% 103

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

McGowan Group Asset Management's PFE Position: Q4 2024 in Review

McGowan Group Asset Management sold out of Pfizer (PFE) in Q4 2024, closing a stake of 8,553 shares — an estimated $248K sold.

McGowan Group Asset Management first reported a position in PFE in Q3 2018 and held it in 15 quarters. The position peaked at $584K in Q2 2020. 2,995 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

  • McGowan Group Asset Management reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
  • McGowan Group Asset Management sold 8,553 Pfizer shares in Q4 2024, an estimated $248K.
  • McGowan Group Asset Management first reported a position in Pfizer in Q3 2018 and held it in 15 quarters.
  • McGowan Group Asset Management's Pfizer position peaked at $584K in Q2 2020.
  • 2,995 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on McGowan Group Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.