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Meitav Investment House’s Pfizer PFE Stock Holding History

Meitav Investment House’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
-204,490
Closed -$6.61M – 351
2023
Q3 		$6.61M Sell
204,490
-100,837
-33% -$3.57M 0.11% 111
2023
Q2 		$11M Buy
305,327
+274,109
+878% +$10.7M 0.18% 97
2023
Q1 		$1.25M Sell
31,218
-21,786
-41% -$941K 0.02% 210
2022
Q4 		$2.71M Sell
53,004
-14,429
-21% -$692K 0.05% 169
2022
Q3 		$2.97M Hold
67,433
– – 0.05% 169
2022
Q2 		$3.52M Sell
67,433
-1,239
-2% -$63.1K 0.06% 158
2022
Q1 		$3.56M Sell
68,672
-43,858
-39% -$2.28M 0.05% 179
2021
Q4 		$6.57M Buy
112,530
+22,922
+26% +$1.14M 0.11% 144
2021
Q3 		$3.86M Buy
89,608
+61,181
+215% +$2.71M 0.06% 176
2021
Q2 		$1.11M Buy
28,427
+14,291
+101% +$556K 0.03% 231
2021
Q1 		$512 Sell
14,136
-14,447
-51% -$513K 0.01% 267
2020
Q4 		$1.05M Buy
28,583
+3,201
+13% +$117K 0.04% 171
2020
Q3 		$879K Buy
25,382
+6,354
+33% +$223K 0.04% 174
2020
Q2 		$590K Buy
19,028
+10,526
+124% +$358K 0.04% 202
2020
Q1 		$263K Sell
8,502
-267
-3% -$9.1K 0.02% 307
2019
Q4 		$326K Hold
8,769
– – 0.02% 309
2019
Q3 		$299K Sell
8,769
-708
-7% -$25.7K 0.02% 338
2019
Q2 		$390K Buy
9,477
+1,103
+13% +$43.8K 0.03% 272
2019
Q1 		$336K Sell
8,374
-12,685
-60% -$508K 0.02% 301
2018
Q4 		$872K Sell
21,059
-223
-1% -$9.26K 0.05% 161
2018
Q3 		$887K Sell
21,282
-5,543
-21% -$213K 0.04% 221
2018
Q2 		$937K Buy
+26,825
New +$917K 0.04% 218

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

Meitav Investment House's PFE Position: Q4 2023 in Review

Meitav Investment House sold out of Pfizer (PFE) in Q4 2023, closing a stake of 204,490 shares — an estimated $6.61M sold.

Meitav Investment House first reported a position in PFE in Q2 2018 and held it in 22 quarters. The position peaked at $11M in Q2 2023. 2,935 funds tracked by Wall St. Rank hold PFE as of Q4 2023.

  • Meitav Investment House reported no remaining Pfizer position as of Q4 2023 after selling out during the quarter.
  • Meitav Investment House sold 204,490 Pfizer shares in Q4 2023, an estimated $6.61M.
  • Meitav Investment House first reported a position in Pfizer in Q2 2018 and held it in 22 quarters.
  • Meitav Investment House's Pfizer position peaked at $11M in Q2 2023.
  • 2,935 funds tracked by Wall St. Rank held Pfizer as of Q4 2023.

Based on Meitav Investment House's 13F filing for Q4 2023, filed 29 Jan 2024.