Mirabella Financial Services’s Pfizer PFE Stock Holding History

Mirabella Financial Services’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 Q1	–	Sell	-11,703	Closed	-$337K	–	669
2023 Q4	$337K	Buy	+11,703	New	+$354K	0.04%	263
2023 Q2	–	Sell	-33,473	Closed	-$1.37M	–	616
2023 Q1	$1.37M	Buy	33,473 +25,580	+324%	+$1.1M	0.21%	91
2022 Q4	$404K	Buy	7,893 +510	+7%	+$24.5K	0.04%	219
2022 Q3	$326K	Buy	+7,383	New	+$359K	0.03%	211
2022 Q2	–	Sell	-74,776	Closed	-$3.87M	–	656
2022 Q1	$3.87M	Buy	+74,776	New	+$3.88M	0.43%	35
2021 Q3	–	Sell	-13,238	Closed	-$519K	–	517
2021 Q2	$519K	Sell	13,238 -57,189	-81%	-$2.22M	0.09%	161
2021 Q1	$2.55M	Buy	+70,427	New	+$2.5M	0.79%	37
2020 Q4	–	Sell	-145,459	Closed	-$5.07M	–	442
2020 Q3	$5.07M	Buy	145,459 +135,515	+1,363%	+$4.75M	0.69%	13
2020 Q2	$309K	Buy	+9,944	New	+$338K	0.07%	120

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Mirabella Financial Services's PFE Position: Q1 2024 in Review

Mirabella Financial Services sold out of Pfizer (PFE) in Q1 2024, closing a stake of 11,703 shares — an estimated $337K sold.

Mirabella Financial Services first reported a position in PFE in Q2 2020 and held it in 9 quarters. The position peaked at $5.07M in Q3 2020. 2,874 funds tracked by Wall St. Rank hold PFE as of Q1 2024.

Mirabella Financial Services reported no remaining Pfizer position as of Q1 2024 after selling out during the quarter.
Mirabella Financial Services sold 11,703 Pfizer shares in Q1 2024, an estimated $337K.
Mirabella Financial Services first reported a position in Pfizer in Q2 2020 and held it in 9 quarters.
Mirabella Financial Services's Pfizer position peaked at $5.07M in Q3 2020.
2,874 funds tracked by Wall St. Rank held Pfizer as of Q1 2024.

Based on Mirabella Financial Services's 13F filing for Q1 2024, filed 15 May 2024.