Monetta Financial Services’s Pfizer PFE Stock Holding History

Monetta 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 Q4	–	Sell	-39,000	Closed	-$1.13M	–	54
2024 Q3	$1.13M	Buy	+39,000	New	+$1.14M	0.96%	23
2022 Q1	–	Sell	-27,000	Closed	-$1.59M	–	63
2021 Q4	$1.59M	Buy	27,000 +12,000	+80%	+$595K	1.23%	18
2021 Q3	$645K	Buy	+15,000	New	+$665K	0.52%	33
2015 Q3	–	Sell	-17,918	Closed	-$570K	–	100
2015 Q2	$570K	Hold	17,918	–	–	0.32%	62
2015 Q1	$591K	Buy	+17,918	New	+$570K	0.31%	62
2014 Q3	–	Sell	-89,590	Closed	-$2.52M	–	63
2014 Q2	$2.52M	Hold	89,590	–	–	1.32%	28
2014 Q1	$2.73M	Hold	89,590	–	–	1.48%	16
2013 Q4	$2.6M	Buy	89,590 +31,620	+55%	+$920K	1.51%	19
2013 Q3	$1.58M	Hold	57,970	–	–	1.22%	34
2013 Q2	$1.54M	Buy	+57,970	New	+$1.6M	1.38%	31

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Monetta Financial Services's PFE Position: Q4 2024 in Review

Monetta Financial Services sold out of Pfizer (PFE) in Q4 2024, closing a stake of 39,000 shares — an estimated $1.13M sold.

Monetta Financial Services first reported a position in PFE in Q2 2013 and held it in 10 quarters. The position peaked at $2.73M in Q1 2014. 2,996 funds tracked by Wall St. Rank hold PFE as of Q4 2024.

Monetta Financial Services reported no remaining Pfizer position as of Q4 2024 after selling out during the quarter.
Monetta Financial Services sold 39,000 Pfizer shares in Q4 2024, an estimated $1.13M.
Monetta Financial Services first reported a position in Pfizer in Q2 2013 and held it in 10 quarters.
Monetta Financial Services's Pfizer position peaked at $2.73M in Q1 2014.
2,996 funds tracked by Wall St. Rank held Pfizer as of Q4 2024.

Based on Monetta Financial Services's 13F filing for Q4 2024, filed 11 Feb 2025.